Maybourne Beverly Hills Operator LLC 401(K) Plan — Form 5500 plan (Maybourne Beverly Hills Operator LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Maybourne Beverly Hills Operator LLC 401(K) Plan is a benefit plan reported by Maybourne Beverly Hills Operator LLC under EIN 84-5001293 and plan number 001. The latest loaded filing year is 2023. The filing reports 449 participants and $5,717,128 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.7MPlan net assets, end of year$5,717,128
Participants449Covered participants reported
Assets / participant$12.7KComputed: assets ÷ participants$12,733 (computed)
Provider compensation$20.1K2 Schedule C provider row(s)$20,135
Plan sponsor
Maybourne Beverly Hills Operator LLC
EIN
84-5001293
Plan number
001
Plan type
2
Location
Beverly Hills, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023449H, C20241209175744NAL0006826307001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.7M total assets
Net assets$5.7MLiabilities
Money in vs. money out
Total income / additions$2.7M
Total expenses$429.1K
Benefits paid / distributions$393.6K
Contributions
Employer$574K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$5,717,128
Net assets (EOY)
$5,717,128
Net assets (BOY)
$3,414,015

Income & contributions

Employer contributions
$574,036
Participant contributions
$1,170,017
Total contributions
$2,039,220
Total income / additions
$2,732,240

Expenses & distributions

Benefits paid
$393,570
Administrative expenses
$20,136
Total expenses
$429,127
Net increase / (decrease)
$2,303,113
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income14%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Channel Wealth LLCINVESTMENT ADVISOR$14,380$02023
Adp, Inc.RECORDKEEPER$5,755$02023

Related Form 5500 pages