Chartwell Hospitality, LLC 401(K) Plan — Form 5500 plan (Chartwell Hospitality, LLC)

Plain-English plan 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, Chartwell Hospitality, LLC 401(K) Plan is a benefit plan reported by Chartwell Hospitality, LLC under EIN 20-0139253 and plan number 101. The latest loaded filing year is 2023. The filing reports 260 participants and $5,339,763 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chartwell Hospitality, LLC
EIN
20-0139253
Plan number
101
Plan type
2
Location
Franklin, TN
Latest filing year
2023
Participants
260
End-of-year plan assets
$5,339,763

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20241015120358NAL0016315635006

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,339,763
Net assets (EOY)
$5,339,763
Net assets (BOY)
$4,201,890

Income & contributions

Employer contributions
$170,184
Participant contributions
$939,826
Total contributions
$1,326,432
Total income / additions
$2,027,097

Expenses & distributions

Benefits paid
$780,669
Administrative expenses
$59,974
Total expenses
$889,224
Net increase / (decrease)
$1,137,873

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory GroupINVESTMENT ADVISOR$25,536$02023
Svrpc, Inc.THIRD PARTY ADMINISTRATOR$23,696$02023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$10,283$02023

Related Form 5500 pages