Other
2022 plan-year Other DOL Form 5500

HAPPY TO SERVE YOU HOSPITALITY

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

HAPPY TO SERVE YOU HOSPITALITY

This Other plan holds $40K in total assets and serves 99 participants as of 2022. It is sponsored by HAPPY TO SERVE YOU HOSPITALITY in California. The plan reported positive net income of $26K for the year.

Total Assets (2023)
$40K
Participants
99
State
Industry
Unclassified

What the Filing Says About HAPPY TO SERVE YOU HOSPITALITY

HAPPY TO SERVE YOU HOSPITALITY is a Other retirement plan sponsored by HAPPY TO SERVE YOU HOSPITALITY, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $40K in total end-of-year assets and covers 99 participants across the Unclassified industry. The sponsor's EIN on file with the U.S. Department of Labor is 474920765, and the plan has been effective since 2021-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14K at the beginning of 2022 to $40K at year-end — a gain of 188.9%. Net assets (after liabilities) closed the year at $40K, with reported net income of $26K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14K
Total Assets (End of Year)$40K
Net Assets (End of Year)$40K
Net Income$26K
Plan TypeOther
Employer EIN474920765
Plan Effective Date2021-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the HAPPY TO SERVE YOU HOSPITALITY?
As of the 2022 Form 5500 filing, HAPPY TO SERVE YOU HOSPITALITY holds $40K in total assets with 99 participants. It is sponsored by HAPPY TO SERVE YOU HOSPITALITY.
What type of plan is HAPPY TO SERVE YOU HOSPITALITY?
HAPPY TO SERVE YOU HOSPITALITY is a Other plan. It has been effective since 2021-07-01. The plan is filed with the U.S. Department of Labor under EIN 474920765.
Who sponsors the HAPPY TO SERVE YOU HOSPITALITY?
HAPPY TO SERVE YOU HOSPITALITY is sponsored by HAPPY TO SERVE YOU HOSPITALITY, located in California. The sponsor's EIN is 474920765 and the plan operates in the Unclassified industry.
How did HAPPY TO SERVE YOU HOSPITALITY perform in 2022?
HAPPY TO SERVE YOU HOSPITALITY grew by 188.9% during 2022, moving from $14K to $40K in total assets. Net income was $26K.
Where can I find official filings for HAPPY TO SERVE YOU HOSPITALITY?
Official Form 5500 filings for HAPPY TO SERVE YOU HOSPITALITY are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 474920765 or plan name at efast.dol.gov.
How does HAPPY TO SERVE YOU HOSPITALITY compare to other plans?
You can compare HAPPY TO SERVE YOU HOSPITALITY against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 474920765.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.