· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LAKE TAHOE PROPERTIES, INC. — LAKE TAHOE PROPERTIES DEFINED BENEFIT PENSION PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250411202215NAL0012965635001
LAKE TAHOE PROPERTIES, INC.
Form 5500-SF
FILING_RECEIVED
LAKE TAHOE PROPERTIES DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
16
Accounts w/ balance
—
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LAKE TAHOE PROPERTIES, INC.
.
Find decision makers
Plan sponsor
Name
LAKE TAHOE PROPERTIES, INC.
EIN
68-0176937
Address
2048 DUNLAP DRIVE, SUITE 4 · S LAKE TAHOE, CA · 96150
Phone
(530) 544-3234
Industry
Accommodation & Food Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
CHB, INC.
CHB DEFINED BENEFIT PLAN
$2.4M · 33 participants
SEVEN SEAS ASSOCIATES, LLC
SEVEN SEAS SAVINGS AND PROFIT SHARING PLAN
$2.4M · 57 participants
FORT LEE HILTON
FORT LEE HILTON EMPLOYEES SAVINGS TRUST
$2.4M · 71 participants
HILTON INTERNATIONAL HOLDING, LLC
HILTON INTERNATIONAL CASH BALANCE PENSION PLAN
$2.5M
CELEBRATED MANAGEMENT COMPANY INC
CELEBRATED EXPERIENCES 401(K) PLAN
$2.5M · 28 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
JHS, INC.
JHS, INC. SAFE HARBOR 401(K) PLAN
$2.4M · 72 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
