Belvedere Hotel Partnership Dba The Peninsula Beverly Hills 401(K) Profit Sharing Plan — Form 5500 plan (Belvedere Hotel Partnership Dba The Peninsula Beverly Hills)
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, Belvedere Hotel Partnership Dba The Peninsula Beverly Hills 401(K) Profit Sharing Plan is a benefit plan reported by Belvedere Hotel Partnership Dba The Peninsula Beverly Hills under EIN 95-4205099 and plan number 001. The latest loaded filing year is 2023. The filing reports 567 participants and $20,807,713 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Belvedere Hotel Partnership Dba The Peninsula Beverly Hills
- EIN
- 95-4205099
- Plan number
- 001
- Plan type
- 2
- Location
- Beverly Hills, CA
- Latest filing year
- 2023
- Participants
- 567
- End-of-year plan assets
- $20,807,713
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 567 | H, C | 20250428035343NAL0026324066001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,807,713
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,807,713
- Net assets (BOY)
- $17,832,481
Income & contributions
- Employer contributions
- $644,056
- Participant contributions
- $1,311,138
- Total contributions
- $2,034,646
- Total income / additions
- $4,523,913
Expenses & distributions
- Benefits paid
- $1,446,978
- Administrative expenses
- $101,703
- Total expenses
- $1,548,681
- Net increase / (decrease)
- $2,975,232
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $63,568 | $0 | 2023 |
| Lockton Investment Advisors | LOCKTON INVESTMENT ADV | $29,005 | $0 | 2023 |
| Futureplan By Ascensus - Qbi | TPA | $5,400 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Belvedere Hotel Partnership Dba The Peninsula Beverly Hills
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Beverly Hills, CA
- John Hancock Life Insurance Company — Schedule C compensation
- Lockton Investment Advisors — Schedule C compensation
- Futureplan By Ascensus - Qbi — Schedule C compensation