Hospitality Associates, Inc.401(K) Profit Sharing Plan — Form 5500 plan (Hospitality Associates, Inc.)

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, Hospitality Associates, Inc.401(K) Profit Sharing Plan is a benefit plan reported by Hospitality Associates, Inc. under EIN 91-1032434 and plan number 001. The latest loaded filing year is 2023. The filing reports 319 participants and $5,246,575 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.2MPlan net assets, end of year$5,246,575
Participants319Covered participants reported
Assets / participant$16.4KComputed: assets ÷ participants$16,447 (computed)
Provider compensationNone reported
Plan sponsor
Hospitality Associates, Inc.
EIN
91-1032434
Plan number
001
Plan type
2
Location
Spokane Valley, WA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023319H20241014111214NAL0027120001001
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)$5.2M total assets
Net assets$5.2MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$146.3K
Benefits paid / distributions$145.2K
Contributions
Employer$227.8K
Participant$336.6K
Full reported line items

Net assets

Total assets (EOY)
$5,246,575
Total liabilities (EOY)
$0
Net assets (EOY)
$5,246,575
Net assets (BOY)
$4,140,727

Income & contributions

Employer contributions
$227,850
Participant contributions
$336,609
Total contributions
$629,217
Total income / additions
$1,252,160

Expenses & distributions

Benefits paid
$145,237
Administrative expenses
$1,075
Total expenses
$146,312
Net increase / (decrease)
$1,105,848
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 40%Participant 60%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income12%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages