Mandarin Oriental 401(K) Plan — Form 5500 plan (Mandarin Oriental Management Usa, 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, Mandarin Oriental 401(K) Plan is a benefit plan reported by Mandarin Oriental Management Usa, Inc under EIN 94-2972861 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,926 participants and $63,243,316 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mandarin Oriental Management Usa, Inc
EIN
94-2972861
Plan number
001
Plan type
3
Location
Marietta, GA
Latest filing year
2023
Participants
1,926
End-of-year plan assets
$63,243,316

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,926H, C20241015085402NAL0016012915004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,243,316
Net assets (EOY)
$63,243,316
Net assets (BOY)
$56,330,490

Income & contributions

Employer contributions
$1,151,926
Participant contributions
$3,453,220
Total contributions
$4,828,522
Total income / additions
$14,213,442

Expenses & distributions

Benefits paid
$7,173,424
Administrative expenses
$121,523
Total expenses
$7,300,616
Net increase / (decrease)
$6,912,826

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$121,473not reported in the loaded dataset2023
Charles Schwab & Co.,Inc.NONE$0$02023

Related Form 5500 pages