Employee 401(K) Plan — Form 5500 plan (Stanford Hotels Corporation)

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, Employee 401(K) Plan is a benefit plan reported by Stanford Hotels Corporation under EIN 93-1189544 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,490 participants and $51,685,881 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$51.7MPlan net assets, end of year$51,685,881
Participants1.5KCovered participants reported1,490
Assets / participant$34.7KComputed: assets ÷ participants$34,689 (computed)
Provider compensation$214K3 Schedule C provider row(s)$214,025
Plan sponsor
Stanford Hotels Corporation
EIN
93-1189544
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,490H, C20240926204657NAL0001202305001
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)$51.7M total assets
Net assets$51.7MLiabilities
Money in vs. money out
Total income / additions$12M
Total expenses$3.8M
Benefits paid / distributions$3.6M
Contributions
Employer$1.4M
Participant$3.1M
Full reported line items

Net assets

Total assets (EOY)
$51,685,881
Net assets (EOY)
$51,685,881
Net assets (BOY)
$43,547,701

Income & contributions

Employer contributions
$1,365,748
Participant contributions
$3,113,563
Total contributions
$5,007,470
Total income / additions
$11,950,053

Expenses & distributions

Benefits paid
$3,597,845
Administrative expenses
$214,028
Total expenses
$3,811,873
Net increase / (decrease)
$8,138,180
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 30%Participant 70%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gallagher Fiduciary Advisors, LLCCONSULTANT$122,500not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORD KEEPER$91,525$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages