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HOSPITALITY ADVISORS, LLC PENSION PLAN 401k Plan overview

Plan NameHOSPITALITY ADVISORS, LLC PENSION PLAN
Plan identification number 001

HOSPITALITY ADVISORS, LLC PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

HOSPITALITY ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name:HOSPITALITY ADVISORS, LLC
Employer identification number (EIN):133846203
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about HOSPITALITY ADVISORS, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1995-07-26
Company Identification Number: 1942583
Legal Registered Office Address: 3 LITTLE KINGS LANE
Westchester
RYE BROOK
United States of America (USA)
10573

More information about HOSPITALITY ADVISORS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPITALITY ADVISORS, LLC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-12-28SCOTT LAGER2024-04-29 SCOTT LAGER2024-04-29
0012021-12-28SCOTT LAGER2023-08-03 SCOTT LAGER2023-08-03
0012020-12-28SCOTT LAGER2022-06-09 SCOTT LAGER2022-06-09
0012019-12-28SCOTT LAGER2021-06-21 SCOTT LAGER2021-06-21
0012018-12-28SCOTT LAGER2020-07-22 SCOTT LAGER2020-07-22
0012017-12-28SCOTT LAGER2019-06-05 SCOTT LAGER2019-06-05
0012016-12-28SCOTT LAGER2018-07-23 SCOTT LAGER2018-07-23
0012015-12-28SCOTT LAGER2017-04-17 SCOTT LAGER2017-04-17
0012014-12-28SCOTT L LAGER2016-10-03 SCOTT L LAGER2016-10-03
0012013-12-28SCOTT LAGER2015-06-25 SCOTT LAGER2015-06-25
0012012-12-28SCOTT LAGER2014-10-15 SCOTT LAGER2014-10-15
0012011-12-28SCOTT LAGER2013-04-10 SCOTT LAGER2013-04-10
0012010-12-28SCOTT LAGER2012-10-11 SCOTT LAGER2012-10-11

Plan Statistics for HOSPITALITY ADVISORS, LLC PENSION PLAN

401k plan membership statisitcs for HOSPITALITY ADVISORS, LLC PENSION PLAN

Measure Date Value
2023: HOSPITALITY ADVISORS, LLC PENSION PLAN 2023 401k membership
Market value of plan assets2023-12-272,520,548
Acturial value of plan assets2023-12-272,520,548
Funding target for retired participants and beneficiaries receiving payment2023-12-27112,927
Number of terminated vested participants2023-12-272
Fundng target for terminated vested participants2023-12-27177,375
Active participant vested funding target2023-12-271,355,767
Number of active participants2023-12-271
Total funding liabilities for active participants2023-12-271,355,767
Total participant count2023-12-274
Total funding target for all participants2023-12-271,646,069
Balance at beginning of prior year after applicable adjustments2023-12-271,721
Prefunding balance at beginning of prior year after applicable adjustments2023-12-270
Carryover balanced portion elected for use to offset prior years funding requirement2023-12-270
Prefunding balanced used to offset prior years funding requirement2023-12-270
Amount remaining of carryover balance2023-12-271,721
Amount remaining of prefunding balance2023-12-270
Present value of excess contributions2023-12-270
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-12-270
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-12-270
Reductions in caryover balances due to elections or deemed elections2023-12-270
Reductions in prefunding balances due to elections or deemed elections2023-12-270
Balance of carryovers at beginning of current year2023-12-271,250
Balance of prefunding at beginning of current year2023-12-270
Contributions allocated toward unpaid minimum require contributions from prior years2023-12-270
Contributions made to avoid restrictions adjusted to valuation date2023-12-270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-12-270
Unpaid minimum required contributions for all prior years2023-12-270
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-12-270
Remaining amount of unpaid minimum required contributions2023-12-270
Minimum required contributions for current year target normal cost2023-12-270
Net shortfall amortization installment of oustanding balance2023-12-270
Waiver amortization installment2023-12-270
Total funding amount beforereflecting carryover/prefunding balances2023-12-270
Carryover balance elected to use to offset funding requirement2023-12-270
Prefunding balance elected to use to offset funding requirement2023-12-270
Additional cash requirement2023-12-270
Contributions allocatedtoward minimum required contributions for current year2023-12-270
Unpaid minimum required contributions for current year2023-12-270
Unpaid minimum required contributions for all years2023-12-270
2022: HOSPITALITY ADVISORS, LLC PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-273,663,191
Acturial value of plan assets2022-12-273,663,191
Funding target for retired participants and beneficiaries receiving payment2022-12-27116,690
Number of terminated vested participants2022-12-272
Fundng target for terminated vested participants2022-12-27158,054
Active participant vested funding target2022-12-271,374,037
Number of active participants2022-12-271
Total funding liabilities for active participants2022-12-271,374,037
Total participant count2022-12-274
Total funding target for all participants2022-12-271,648,781
Balance at beginning of prior year after applicable adjustments2022-12-271,381
Prefunding balance at beginning of prior year after applicable adjustments2022-12-270
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-270
Prefunding balanced used to offset prior years funding requirement2022-12-270
Amount remaining of carryover balance2022-12-271,381
Amount remaining of prefunding balance2022-12-270
Present value of excess contributions2022-12-270
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-270
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-270
Reductions in caryover balances due to elections or deemed elections2022-12-270
Reductions in prefunding balances due to elections or deemed elections2022-12-270
Balance of carryovers at beginning of current year2022-12-271,721
Balance of prefunding at beginning of current year2022-12-270
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-270
Contributions made to avoid restrictions adjusted to valuation date2022-12-270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-270
Unpaid minimum required contributions for all prior years2022-12-270
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-270
Remaining amount of unpaid minimum required contributions2022-12-270
Minimum required contributions for current year target normal cost2022-12-270
Net shortfall amortization installment of oustanding balance2022-12-270
Waiver amortization installment2022-12-270
Total funding amount beforereflecting carryover/prefunding balances2022-12-270
Carryover balance elected to use to offset funding requirement2022-12-270
Prefunding balance elected to use to offset funding requirement2022-12-270
Additional cash requirement2022-12-270
Contributions allocatedtoward minimum required contributions for current year2022-12-270
Unpaid minimum required contributions for current year2022-12-270
Unpaid minimum required contributions for all years2022-12-270
2021: HOSPITALITY ADVISORS, LLC PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-273,178,195
Acturial value of plan assets2021-12-273,178,195
Funding target for retired participants and beneficiaries receiving payment2021-12-27120,471
Number of terminated vested participants2021-12-272
Fundng target for terminated vested participants2021-12-27142,291
Active participant vested funding target2021-12-271,406,723
Number of active participants2021-12-271
Total funding liabilities for active participants2021-12-271,406,723
Total participant count2021-12-274
Total funding target for all participants2021-12-271,669,485
Balance at beginning of prior year after applicable adjustments2021-12-271,132
Prefunding balance at beginning of prior year after applicable adjustments2021-12-270
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-270
Prefunding balanced used to offset prior years funding requirement2021-12-270
Amount remaining of carryover balance2021-12-271,132
Amount remaining of prefunding balance2021-12-270
Present value of excess contributions2021-12-270
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-270
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-270
Reductions in caryover balances due to elections or deemed elections2021-12-270
Reductions in prefunding balances due to elections or deemed elections2021-12-270
Balance of carryovers at beginning of current year2021-12-271,381
Balance of prefunding at beginning of current year2021-12-270
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-270
Contributions made to avoid restrictions adjusted to valuation date2021-12-270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-270
Unpaid minimum required contributions for all prior years2021-12-270
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-270
Remaining amount of unpaid minimum required contributions2021-12-270
Minimum required contributions for current year target normal cost2021-12-270
Net shortfall amortization installment of oustanding balance2021-12-270
Waiver amortization installment2021-12-270
Total funding amount beforereflecting carryover/prefunding balances2021-12-270
Carryover balance elected to use to offset funding requirement2021-12-270
Prefunding balance elected to use to offset funding requirement2021-12-270
Additional cash requirement2021-12-270
Contributions allocatedtoward minimum required contributions for current year2021-12-270
Unpaid minimum required contributions for current year2021-12-270
Unpaid minimum required contributions for all years2021-12-270
2020: HOSPITALITY ADVISORS, LLC PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-272,765,793
Acturial value of plan assets2020-12-272,765,793
Funding target for retired participants and beneficiaries receiving payment2020-12-27119,239
Number of terminated vested participants2020-12-272
Fundng target for terminated vested participants2020-12-27138,986
Active participant vested funding target2020-12-271,083,350
Number of active participants2020-12-271
Total funding liabilities for active participants2020-12-271,083,350
Total participant count2020-12-274
Total funding target for all participants2020-12-271,341,575
Balance at beginning of prior year after applicable adjustments2020-12-271,006
Prefunding balance at beginning of prior year after applicable adjustments2020-12-270
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-270
Prefunding balanced used to offset prior years funding requirement2020-12-270
Amount remaining of carryover balance2020-12-271,006
Amount remaining of prefunding balance2020-12-270
Present value of excess contributions2020-12-270
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-270
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-270
Reductions in caryover balances due to elections or deemed elections2020-12-270
Reductions in prefunding balances due to elections or deemed elections2020-12-270
Balance of carryovers at beginning of current year2020-12-271,132
Balance of prefunding at beginning of current year2020-12-270
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-270
Contributions made to avoid restrictions adjusted to valuation date2020-12-270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-270
Unpaid minimum required contributions for all prior years2020-12-270
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-270
Remaining amount of unpaid minimum required contributions2020-12-270
Minimum required contributions for current year target normal cost2020-12-27242,153
Net shortfall amortization installment of oustanding balance2020-12-270
Waiver amortization installment2020-12-270
Total funding amount beforereflecting carryover/prefunding balances2020-12-270
Carryover balance elected to use to offset funding requirement2020-12-270
Prefunding balance elected to use to offset funding requirement2020-12-270
Additional cash requirement2020-12-270
Contributions allocatedtoward minimum required contributions for current year2020-12-270
Unpaid minimum required contributions for current year2020-12-270
Unpaid minimum required contributions for all years2020-12-270
2019: HOSPITALITY ADVISORS, LLC PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-272,580,521
Acturial value of plan assets2019-12-272,580,520
Funding target for retired participants and beneficiaries receiving payment2019-12-27122,488
Number of terminated vested participants2019-12-272
Fundng target for terminated vested participants2019-12-27124,343
Active participant vested funding target2019-12-271,080,023
Number of active participants2019-12-271
Total funding liabilities for active participants2019-12-271,080,023
Total participant count2019-12-274
Total funding target for all participants2019-12-271,326,854
Balance at beginning of prior year after applicable adjustments2019-12-271,151
Prefunding balance at beginning of prior year after applicable adjustments2019-12-270
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-270
Prefunding balanced used to offset prior years funding requirement2019-12-270
Amount remaining of carryover balance2019-12-271,151
Amount remaining of prefunding balance2019-12-270
Present value of excess contributions2019-12-270
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-270
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-270
Reductions in caryover balances due to elections or deemed elections2019-12-270
Reductions in prefunding balances due to elections or deemed elections2019-12-270
Balance of carryovers at beginning of current year2019-12-271,006
Balance of prefunding at beginning of current year2019-12-270
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-270
Contributions made to avoid restrictions adjusted to valuation date2019-12-270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-270
Unpaid minimum required contributions for all prior years2019-12-270
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-270
Remaining amount of unpaid minimum required contributions2019-12-270
Minimum required contributions for current year target normal cost2019-12-270
Net shortfall amortization installment of oustanding balance2019-12-270
Waiver amortization installment2019-12-270
Total funding amount beforereflecting carryover/prefunding balances2019-12-270
Carryover balance elected to use to offset funding requirement2019-12-270
Prefunding balance elected to use to offset funding requirement2019-12-270
Additional cash requirement2019-12-270
Contributions allocatedtoward minimum required contributions for current year2019-12-270
Unpaid minimum required contributions for current year2019-12-270
Unpaid minimum required contributions for all years2019-12-270
2018: HOSPITALITY ADVISORS, LLC PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-273,189,338
Acturial value of plan assets2018-12-273,189,338
Funding target for retired participants and beneficiaries receiving payment2018-12-27119,298
Number of terminated vested participants2018-12-272
Fundng target for terminated vested participants2018-12-27106,818
Active participant vested funding target2018-12-271,107,280
Number of active participants2018-12-271
Total funding liabilities for active participants2018-12-271,107,280
Total participant count2018-12-274
Total funding target for all participants2018-12-271,333,396
Balance at beginning of prior year after applicable adjustments2018-12-271,006
Prefunding balance at beginning of prior year after applicable adjustments2018-12-270
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-270
Prefunding balanced used to offset prior years funding requirement2018-12-270
Amount remaining of carryover balance2018-12-271,006
Amount remaining of prefunding balance2018-12-270
Present value of excess contributions2018-12-270
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-270
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-270
Reductions in caryover balances due to elections or deemed elections2018-12-270
Reductions in prefunding balances due to elections or deemed elections2018-12-270
Balance of carryovers at beginning of current year2018-12-271,151
Balance of prefunding at beginning of current year2018-12-270
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-270
Contributions made to avoid restrictions adjusted to valuation date2018-12-270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-270
Unpaid minimum required contributions for all prior years2018-12-270
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-270
Remaining amount of unpaid minimum required contributions2018-12-270
Minimum required contributions for current year target normal cost2018-12-270
Net shortfall amortization installment of oustanding balance2018-12-270
Waiver amortization installment2018-12-270
Total funding amount beforereflecting carryover/prefunding balances2018-12-270
Carryover balance elected to use to offset funding requirement2018-12-270
Prefunding balance elected to use to offset funding requirement2018-12-270
Additional cash requirement2018-12-270
Contributions allocatedtoward minimum required contributions for current year2018-12-270
Unpaid minimum required contributions for current year2018-12-270
Unpaid minimum required contributions for all years2018-12-270
2017: HOSPITALITY ADVISORS, LLC PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-273,003,761
Acturial value of plan assets2017-12-273,003,761
Funding target for retired participants and beneficiaries receiving payment2017-12-27120,899
Number of terminated vested participants2017-12-272
Fundng target for terminated vested participants2017-12-2795,088
Active participant vested funding target2017-12-271,210,618
Number of active participants2017-12-271
Total funding liabilities for active participants2017-12-271,210,618
Total participant count2017-12-274
Total funding target for all participants2017-12-271,426,605
Balance at beginning of prior year after applicable adjustments2017-12-27993
Prefunding balance at beginning of prior year after applicable adjustments2017-12-270
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-270
Prefunding balanced used to offset prior years funding requirement2017-12-270
Amount remaining of carryover balance2017-12-27993
Amount remaining of prefunding balance2017-12-270
Present value of excess contributions2017-12-270
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-270
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-270
Reductions in caryover balances due to elections or deemed elections2017-12-270
Reductions in prefunding balances due to elections or deemed elections2017-12-270
Balance of carryovers at beginning of current year2017-12-271,006
Balance of prefunding at beginning of current year2017-12-270
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-270
Contributions made to avoid restrictions adjusted to valuation date2017-12-270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-270
Unpaid minimum required contributions for all prior years2017-12-270
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-270
Remaining amount of unpaid minimum required contributions2017-12-270
Minimum required contributions for current year target normal cost2017-12-270
Net shortfall amortization installment of oustanding balance2017-12-270
Waiver amortization installment2017-12-270
Waived amount of outstanding balance2017-12-270
Total funding amount beforereflecting carryover/prefunding balances2017-12-270
Additional cash requirement2017-12-270
Contributions allocatedtoward minimum required contributions for current year2017-12-270
Unpaid minimum required contributions for current year2017-12-270
Unpaid minimum required contributions for all years2017-12-270

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