Catania Hospitality Group, Inc. 401(K) Plan — Form 5500 plan (Catania 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, Catania Hospitality Group, Inc. 401(K) Plan is a benefit plan reported by Catania Hospitality Group, Inc. under EIN 04-2538429 and plan number 002. The latest loaded filing year is 2023. The filing reports 134 participants and $3,553,100 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Catania Hospitality Group, Inc.
EIN
04-2538429
Plan number
002
Plan type
2
Location
Hyannis, MA
Latest filing year
2023
Participants
134
End-of-year plan assets
$3,553,100

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20240810135408NAL0016334066001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,553,100
Total liabilities (EOY)
$0
Net assets (EOY)
$3,553,100
Net assets (BOY)
$4,766,199

Income & contributions

Employer contributions
$4,782
Participant contributions
$52,101
Total contributions
$56,883
Total income / additions
$660,396

Expenses & distributions

Benefits paid
$1,858,332
Administrative expenses
$15,163
Total expenses
$1,873,495
Net increase / (decrease)
-$1,213,099

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rockland Trust CoADVISOR$13,053not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$475$02023

Related Form 5500 pages