2023 Form 5500 filing — Chartwell Hospitality, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015120358NAL0016315635006) for Chartwell Hospitality, LLC 401(K) Plan, reported by Chartwell Hospitality, LLC under EIN 20-0139253 and plan number 101. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120358NAL0016315635006
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chartwell Hospitality, LLC
- EIN
- 20-0139253
- Plan number
- 101
- Location
- Franklin, TN
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,339,763
- Net assets (EOY)
- $5,339,763
- Employer contributions
- $170,184
- Participant contributions
- $939,826
- Total income / additions
- $2,027,097
- Benefits paid
- $780,669
- Administrative expenses
- $59,974
- Total expenses
- $889,224
- Net increase / (decrease)
- $1,137,873
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group | INVESTMENT ADVISOR | $25,536 | $0 |
| Svrpc, Inc. | THIRD PARTY ADMINISTRATOR | $23,696 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $10,283 | $0 |