Schulte Hospitality Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Schulte Hospitality Group, Inc. (EIN 37-1392767) is a plan sponsor located in Louisville, KY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
37-1392767
Location
Louisville, KY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Schulte Hospitality Group, Inc.

  • 2 loaded plans hold $35.1M in reported assets.
  • The largest, Schulte Hospitality Group, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 13,671 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$35MSummed across loaded plans$34,956,645
Total reported assets$35.1M$35,125,348
Total reported participants13.7K13,671
Total reported liabilities$168.7K$168,703

Reported net position

Reported assets = net assets + liabilities (summed)$35.1M total assets
Net assets$35MLiabilities$168.7K
Contributions & income
Employer contributions$3.3M
Participant contributions$10.6M
Total income / additions$19.7M
Expenses & distributions
Benefits paid / distributions$5.7M
Total expenses$5.9M
Net increase / (decrease)$13.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Schulte Hospitality Group, Inc. 401(K) Plan
Participants per plan6,836Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 8,095 participants · 2023
  2. 2
    Plan #502 · 5,576 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Schulte Hospitality Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Schulte Hospitality Group, Inc. Employee Benefits Plan5,576 participants · 2No schedules
    View filing →
  2. 2023
    Schulte Hospitality Group, Inc. 401(K) Plan8,095 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Schulte Hospitality Group, Inc. report on Form 5500?
Schulte Hospitality Group, Inc. (EIN 37-1392767) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Schulte Hospitality Group, Inc.?
The Employer Identification Number (EIN) reported for Schulte Hospitality Group, Inc. is 37-1392767.
What is the latest Form 5500 filing year for Schulte Hospitality Group, Inc.?
The latest loaded Form 5500 filing year for Schulte Hospitality Group, Inc. is 2023.

Related Form 5500 pages