Plan5500

Tourism Holdings Usa, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (El Monte Rents, 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, Tourism Holdings Usa, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by El Monte Rents, Inc. under EIN 95-3538473 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $8,550,676 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
El Monte Rents, Inc.
EIN
95-3538473
Plan number
001
Plan type
2
Location
Santa Fe Springs, CA
Latest filing year
2023
Participants
288
End-of-year plan assets
$8,550,676

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023288H, C20241003104300NAL0005657987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,550,676
Total liabilities (EOY)
$0
Net assets (EOY)
$8,550,676
Net assets (BOY)
$7,715,302

Income & contributions

Employer contributions
$216,689
Participant contributions
$693,181
Total contributions
$909,870
Total income / additions
$2,034,161

Expenses & distributions

Benefits paid
$1,149,294
Administrative expenses
$40,264
Total expenses
$1,198,787
Net increase / (decrease)
$835,374

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bfsg, LLCINVESTMENT ADVISOR$18,797not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$18,782$02023
Empower Advisory Group, LLCINVESTMENT MGMT$2,686not reported in the loaded dataset2023

Related Form 5500 pages