Etc Hotels 401(K) Plan — Form 5500 plan (E.T. Whitehall Santa Monica Partners, L.P.)
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, Etc Hotels 401(K) Plan is a benefit plan reported by E.T. Whitehall Santa Monica Partners, L.P. under EIN 95-4398775 and plan number 001. The latest loaded filing year is 2023. The filing reports 691 participants and $28,094,130 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- E.T. Whitehall Santa Monica Partners, L.P.
- EIN
- 95-4398775
- Plan number
- 001
- Plan type
- 2
- Location
- Beverly Hills, CA
- Latest filing year
- 2023
- Participants
- 691
- End-of-year plan assets
- $28,094,130
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 691 | H, C | 20241021170642NAL0001301347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,094,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,094,130
- Net assets (BOY)
- $23,179,079
Income & contributions
- Employer contributions
- $1,066,525
- Participant contributions
- $1,829,691
- Total contributions
- $2,999,421
- Total income / additions
- $6,774,838
Expenses & distributions
- Benefits paid
- $1,745,018
- Administrative expenses
- $119,462
- Total expenses
- $1,859,787
- Net increase / (decrease)
- $4,915,051
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Beacon Pointe Advisors LLC | ADVISOR | $59,665 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $49,537 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,260 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for E.T. Whitehall Santa Monica Partners, L.P.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Beverly Hills, CA
- Beacon Pointe Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation