Original filing (PDF)20251003095621NAL0000737715001

McKibbon Hotel Management, Inc.

Name: McKibbon Hotel Management, Inc. — Profit Sharing, Form 5500 (2024)
Creator: McKibbon Hotel Management, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Profit Sharing Plan and Trust McKibbon Hospitality

401(k) retirement plan · McKibbon Hotel Management, Inc.'s Profit Sharing Plan and Trust McKibbon Hospitality held $35.1M in plan assets for 1,949 participants in 2024, with Ascensus as recordkeeper.

Signals · 2

40% in single holdingCorrective distributions issued

Active participants

1,949

Accounts w/ balance

586

Plan assets (EOY)

$35.1M

Net assets (EOY)

$35.1M

How this plan invests

This plan

1 pooled trust

Schedule D

14 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (10th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCKIBBON HOTEL MANAGEMENT, INC..

Plan sponsor

Name

MCKIBBON HOTEL MANAGEMENT, INC.

EIN

58-2251064all filings

Address

5315 AVION PARK DR · TAMPA, FL · 33607

Phone

(770) 534-3381

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$79K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILLIS INVESTMENT COUNSEL	—	GAINESVILLE, GA	NONE	$45K	—
MAULDIN & JENKINS CPAS & ADVISORS	—

Investments

14 direct securities · 1 pooled fund· $37.8M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$17.9M

4 holdings

Common Collective Trusts

$9.0M

4 holdings

Mutual Funds

$7.7M

4 holdings

Common Collective Trust

$2.7M

1 holding

Bonds / Notes

$432K

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
T. Rowe Price Capital Appreciation Fund Mutual Fund	Other securities	—	—	$15.2M	43.4%
Vanguard Total Stock Market Index Instl Mutual Fund	Common Collective Trusts	—	—	$6.2M	17.7%
Dodge & Cox Stock X Fund Mutual Fund	Mutual Funds	—	—	$4.7M	13.3%
Federated Hermes Capital Pres R6 Federated Hermes 0	Other securities	—	—	$2.7M	7.6%
FEDERATED HERMES CAPITAL PRES R6 FEDERATED HERMES · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$2.7M	7.6%
Dodge & Cox International Stock X Fund Mutual Fund	Mutual Funds	—	—	$1.6M	4.6%
Vanguard Total Bond Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.4M	4.1%
Vanguard Total International Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.3M	3.7%
Dodge & Cox Stock Income X Mutual Fund	Mutual Funds	—	—	$772K	2.2%
Vanguard Mid-Cap Index Adm Fund Mutual Fund	Mutual Funds	—	—	$688K	2.0%
Participant Loans Interest Rates (4.25% - 9.50%) -	Bonds / Notes	—	—	$432K	1.2%
Vanguard Short-Term Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$62K	0.2%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%