Schulte Hospitality Group, Inc. 401(K) Plan — Form 5500 plan (Schulte Hospitality Group, Inc.)

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, Schulte Hospitality Group, Inc. 401(K) Plan is a benefit plan reported by Schulte Hospitality Group, Inc. under EIN 37-1392767 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,095 participants and $35,125,348 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$35MPlan net assets, end of year$34,956,645
Participants8.1KCovered participants reported8,095
Assets / participant$4.3KComputed: assets ÷ participants$4,339 (computed)
Provider compensation$191.8K2 Schedule C provider row(s)$191,761
Plan sponsor
Schulte Hospitality Group, Inc.
EIN
37-1392767
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    8,095 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$35.1M total assets
Net assets$35MLiabilities$168.7K
Money in vs. money out
Total income / additions$19.7M
Total expenses$5.9M
Benefits paid / distributions$5.7M
Contributions
Employer$3.3M
Participant$10.6M
Full reported line items

Net assets

Total assets (EOY)
$35,125,348
Total liabilities (EOY)
$168,703
Net assets (EOY)
$34,956,645
Net assets (BOY)
$21,151,013

Income & contributions

Employer contributions
$3,286,406
Participant contributions
$10,633,809
Total contributions
$15,648,050
Total income / additions
$19,736,604

Expenses & distributions

Benefits paid
$5,713,430
Administrative expenses
$191,762
Total expenses
$5,930,972
Net increase / (decrease)
$13,805,632
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 24%Participant 76%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Adp, Inc.$191.8K
    RECORD KEEPER · Direct $191.8K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Schulte Hospitality Group, Inc. 401(K) Plan?
Schulte Hospitality Group, Inc. 401(K) Plan is reported as sponsored by Schulte Hospitality Group, Inc. (EIN 37-1392767, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Schulte Hospitality Group, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for Schulte Hospitality Group, Inc. 401(K) Plan is 2023.
How many participants does Schulte Hospitality Group, Inc. 401(K) Plan report?
Schulte Hospitality Group, Inc. 401(K) Plan reports 8,095 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Schulte Hospitality Group, Inc. 401(K) Plan?
Schulte Hospitality Group, Inc. 401(K) Plan reports $35,125,348 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages