Charlestowne Hotels, Inc. 401(K) Plan — Form 5500 plan (Ch Employees, 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, Charlestowne Hotels, Inc. 401(K) Plan is a benefit plan reported by Ch Employees, LLC under EIN 81-0870005 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,673 participants and $3,267,784 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ch Employees, LLC
EIN
81-0870005
Plan number
001
Plan type
2
Location
Mount Pleasant, SC
Latest filing year
2023
Participants
1,673
End-of-year plan assets
$3,267,784

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,673H, C20241009142836NAL0033041632002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,267,784
Net assets (EOY)
$3,267,784
Net assets (BOY)
$1,924,134

Income & contributions

Employer contributions
$298,051
Participant contributions
$755,589
Total contributions
$1,131,003
Total income / additions
$1,619,256

Expenses & distributions

Benefits paid
$213,636
Administrative expenses
$35,003
Total expenses
$275,606
Net increase / (decrease)
$1,343,650

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$21,843not reported in the loaded dataset2023
Osaaic Wealth, Inc.RIA$13,000not reported in the loaded dataset2023

Related Form 5500 pages