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BARTELL HOTELS 401(K) PLAN 401k Plan overview

Plan NameBARTELL HOTELS 401(K) PLAN
Plan identification number 001

BARTELL HOTELS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

BARTELL HOTELS has sponsored the creation of one or more 401k plans.

Company Name:BARTELL HOTELS
Employer identification number (EIN):956449464
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARTELL HOTELS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01RICHARD BARTELL
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RICHARD BARTELL RICHARD BARTELL2013-10-15
0012011-01-01RICHARD BARTELL RICHARD BARTELL2012-10-15
0012010-01-01RICHARD BARTELL RICHARD BARTELL2011-10-17
0012009-01-01RICHARD BARTELL RICHARD BARTELL2010-10-13

Plan Statistics for BARTELL HOTELS 401(K) PLAN

401k plan membership statisitcs for BARTELL HOTELS 401(K) PLAN

Measure Date Value
2022: BARTELL HOTELS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01470
Total number of active participants reported on line 7a of the Form 55002022-01-01521
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01597
Number of participants with account balances2022-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: BARTELL HOTELS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01475
Total number of active participants reported on line 7a of the Form 55002021-01-01384
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0159
Total of all active and inactive participants2021-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01443
Number of participants with account balances2021-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: BARTELL HOTELS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01623
Total number of active participants reported on line 7a of the Form 55002020-01-01413
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01469
Number of participants with account balances2020-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: BARTELL HOTELS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01649
Total number of active participants reported on line 7a of the Form 55002019-01-01560
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01598
Number of participants with account balances2019-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: BARTELL HOTELS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01640
Total number of active participants reported on line 7a of the Form 55002018-01-01577
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01611
Number of participants with account balances2018-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: BARTELL HOTELS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01667
Total number of active participants reported on line 7a of the Form 55002017-01-01578
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01616
Number of participants with account balances2017-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: BARTELL HOTELS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01877
Total number of active participants reported on line 7a of the Form 55002016-01-01920
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01964
Number of participants with account balances2016-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: BARTELL HOTELS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01884
Total number of active participants reported on line 7a of the Form 55002015-01-01829
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01867
Number of participants with account balances2015-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BARTELL HOTELS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01877
Total number of active participants reported on line 7a of the Form 55002014-01-01834
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01872
Number of participants with account balances2014-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BARTELL HOTELS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01925
Total number of active participants reported on line 7a of the Form 55002013-01-01805
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01848
Number of participants with account balances2013-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BARTELL HOTELS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01917
Total number of active participants reported on line 7a of the Form 55002012-01-01889
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-01933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01933
Number of participants with account balances2012-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BARTELL HOTELS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01905
Total number of active participants reported on line 7a of the Form 55002011-01-01864
Number of other retired or separated participants entitled to future benefits2011-01-0144
Total of all active and inactive participants2011-01-01908
Total participants2011-01-01908
Number of participants with account balances2011-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BARTELL HOTELS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01913
Total number of active participants reported on line 7a of the Form 55002010-01-01834
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0145
Total of all active and inactive participants2010-01-01879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01879
Number of participants with account balances2010-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: BARTELL HOTELS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01988
Total number of active participants reported on line 7a of the Form 55002009-01-01857
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0148
Total of all active and inactive participants2009-01-01905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01905
Number of participants with account balances2009-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on BARTELL HOTELS 401(K) PLAN

Measure Date Value
2022 : BARTELL HOTELS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$589,317
Total income from all sources (including contributions)2022-12-31$-498,408
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$746,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$676,425
Expenses. Certain deemed distributions of participant loans2022-12-31$3,999
Value of total corrective distributions2022-12-31$2,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,026,249
Value of total assets at end of year2022-12-31$11,023,881
Value of total assets at beginning of year2022-12-31$12,857,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$63,322
Total interest from all sources2022-12-31$10,759
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$433,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$433,447
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$817,983
Participant contributions at end of year2022-12-31$183,468
Participant contributions at beginning of year2022-12-31$199,543
Participant contributions at end of year2022-12-31$22
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$106,134
Other income not declared elsewhere2022-12-31$1,492
Administrative expenses (other) incurred2022-12-31$63,322
Total non interest bearing cash at beginning of year2022-12-31$589,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,244,462
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,023,881
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,268,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,625,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,953,391
Interest on participant loans2022-12-31$10,759
Value of interest in common/collective trusts at end of year2022-12-31$1,112,388
Value of interest in common/collective trusts at beginning of year2022-12-31$1,040,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,989,678
Net investment gain or loss from common/collective trusts2022-12-31$19,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$102,132
Employer contributions (assets) at end of year2022-12-31$102,132
Employer contributions (assets) at beginning of year2022-12-31$74,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$676,425
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$589,317
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LAVINE LOFGREN MORRIS & ENGELBER
Accountancy firm EIN2022-12-31330690020
2021 : BARTELL HOTELS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$589,317
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,129,077
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,416,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,358,253
Expenses. Certain deemed distributions of participant loans2021-12-31$3,086
Value of total corrective distributions2021-12-31$8,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$738,917
Value of total assets at end of year2021-12-31$12,857,660
Value of total assets at beginning of year2021-12-31$11,555,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$46,806
Total interest from all sources2021-12-31$12,186
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$653,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$653,400
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$630,369
Participant contributions at end of year2021-12-31$199,543
Participant contributions at beginning of year2021-12-31$242,220
Participant contributions at beginning of year2021-12-31$132
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$34,000
Other income not declared elsewhere2021-12-31$41
Administrative expenses (other) incurred2021-12-31$46,806
Total non interest bearing cash at end of year2021-12-31$589,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$712,918
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,268,343
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,555,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,953,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,179,274
Interest on participant loans2021-12-31$12,186
Value of interest in common/collective trusts at end of year2021-12-31$1,040,861
Value of interest in common/collective trusts at beginning of year2021-12-31$1,133,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$708,071
Net investment gain or loss from common/collective trusts2021-12-31$16,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$74,548
Employer contributions (assets) at end of year2021-12-31$74,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,358,253
Liabilities. Value of benefit claims payable at end of year2021-12-31$589,317
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LAVINE LOFGREN MORRIS & ENGELBER
Accountancy firm EIN2021-12-31330690020
2020 : BARTELL HOTELS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,911,071
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,187,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,140,253
Expenses. Certain deemed distributions of participant loans2020-12-31$2,207
Value of total corrective distributions2020-12-31$9,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$602,920
Value of total assets at end of year2020-12-31$11,555,425
Value of total assets at beginning of year2020-12-31$10,831,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,839
Total interest from all sources2020-12-31$14,204
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$380,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$380,883
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$598,640
Participant contributions at end of year2020-12-31$242,220
Participant contributions at beginning of year2020-12-31$249,735
Participant contributions at end of year2020-12-31$132
Participant contributions at beginning of year2020-12-31$212
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,280
Administrative expenses (other) incurred2020-12-31$35,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$723,613
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,555,425
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,831,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,179,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,376,698
Interest on participant loans2020-12-31$14,204
Value of interest in common/collective trusts at end of year2020-12-31$1,133,799
Value of interest in common/collective trusts at beginning of year2020-12-31$1,205,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$888,830
Net investment gain or loss from common/collective trusts2020-12-31$24,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,140,253
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LAVINE,LOFGREN,MORRIS,& ENGELBER
Accountancy firm EIN2020-12-31330690020
2019 : BARTELL HOTELS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,307,442
Total income from all sources (including contributions)2019-12-31$2,307,442
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$284,640
Total of all expenses incurred2019-12-31$284,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$228,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$228,936
Expenses. Certain deemed distributions of participant loans2019-12-31$1,548
Expenses. Certain deemed distributions of participant loans2019-12-31$1,548
Value of total corrective distributions2019-12-31$14,396
Value of total corrective distributions2019-12-31$14,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$825,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$825,228
Value of total assets at end of year2019-12-31$10,831,812
Value of total assets at end of year2019-12-31$10,831,812
Value of total assets at beginning of year2019-12-31$8,809,010
Value of total assets at beginning of year2019-12-31$8,809,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,760
Total interest from all sources2019-12-31$14,558
Total interest from all sources2019-12-31$14,558
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$373,541
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$373,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$373,541
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$373,541
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$825,228
Contributions received from participants2019-12-31$825,228
Participant contributions at end of year2019-12-31$249,735
Participant contributions at end of year2019-12-31$249,735
Participant contributions at beginning of year2019-12-31$249,006
Participant contributions at beginning of year2019-12-31$249,006
Participant contributions at end of year2019-12-31$212
Participant contributions at end of year2019-12-31$212
Other income not declared elsewhere2019-12-31$4
Other income not declared elsewhere2019-12-31$4
Administrative expenses (other) incurred2019-12-31$39,760
Administrative expenses (other) incurred2019-12-31$39,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,022,802
Value of net income/loss2019-12-31$2,022,802
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,831,812
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,831,812
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,809,010
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,809,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,376,698
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,376,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,175,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,175,231
Interest on participant loans2019-12-31$14,558
Interest on participant loans2019-12-31$14,558
Value of interest in common/collective trusts at end of year2019-12-31$1,205,167
Value of interest in common/collective trusts at end of year2019-12-31$1,205,167
Value of interest in common/collective trusts at beginning of year2019-12-31$1,293,182
Value of interest in common/collective trusts at beginning of year2019-12-31$1,293,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,065,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,065,294
Net investment gain or loss from common/collective trusts2019-12-31$28,817
Net investment gain or loss from common/collective trusts2019-12-31$28,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$91,591
Employer contributions (assets) at beginning of year2019-12-31$91,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$228,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$228,936
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LAVINE,LOFGREN,MORRIS,& ENGELBER
Accountancy firm name2019-12-31LAVINE,LOFGREN,MORRIS,& ENGELBER
Accountancy firm EIN2019-12-31330690020
Accountancy firm EIN2019-12-31330690020
2018 : BARTELL HOTELS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$46,421
Total income from all sources (including contributions)2018-12-31$698,308
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$413,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$329,962
Expenses. Certain deemed distributions of participant loans2018-12-31$20,827
Value of total corrective distributions2018-12-31$41,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$942,499
Value of total assets at end of year2018-12-31$8,809,010
Value of total assets at beginning of year2018-12-31$8,570,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,472
Total interest from all sources2018-12-31$12,774
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$326,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$326,019
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$685,434
Participant contributions at end of year2018-12-31$249,006
Participant contributions at beginning of year2018-12-31$215,890
Participant contributions at beginning of year2018-12-31$392
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$168,290
Other income not declared elsewhere2018-12-31$725
Administrative expenses (other) incurred2018-12-31$21,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$284,694
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,809,010
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,524,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,175,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,939,349
Interest on participant loans2018-12-31$12,774
Value of interest in common/collective trusts at end of year2018-12-31$1,293,182
Value of interest in common/collective trusts at beginning of year2018-12-31$1,332,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-615,957
Net investment gain or loss from common/collective trusts2018-12-31$32,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$88,775
Employer contributions (assets) at end of year2018-12-31$91,591
Employer contributions (assets) at beginning of year2018-12-31$83,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$329,962
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$46,421
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LAVINE, LOFGREN, MORRIS & ENGELBERG
Accountancy firm EIN2018-12-31330690020
2017 : BARTELL HOTELS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$46,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,113
Total income from all sources (including contributions)2017-12-31$1,474,393
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$159,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$135,938
Expenses. Certain deemed distributions of participant loans2017-12-31$435
Value of total corrective distributions2017-12-31$350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$639,282
Value of total assets at end of year2017-12-31$8,570,737
Value of total assets at beginning of year2017-12-31$7,223,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,093
Total interest from all sources2017-12-31$20,876
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$185,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$185,133
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$560,651
Participant contributions at end of year2017-12-31$215,890
Participant contributions at beginning of year2017-12-31$147,007
Participant contributions at end of year2017-12-31$392
Participant contributions at beginning of year2017-12-31$-176
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,307
Administrative expenses (other) incurred2017-12-31$23,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,314,577
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,524,316
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,209,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,939,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,599,524
Interest on participant loans2017-12-31$6,432
Interest earned on other investments2017-12-31$14,444
Value of interest in common/collective trusts at end of year2017-12-31$1,332,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,415,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$628,830
Net investment gain or loss from common/collective trusts2017-12-31$272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$77,324
Employer contributions (assets) at end of year2017-12-31$83,080
Employer contributions (assets) at beginning of year2017-12-31$61,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$135,938
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at end of year2017-12-31$46,421
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$14,113
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SNEAD AND ASSOCIATES, LLP
Accountancy firm EIN2017-12-31200917166
2016 : BARTELL HOTELS 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,113
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$28,841
Total income from all sources (including contributions)2016-12-31$1,034,469
Total of all expenses incurred2016-12-31$296,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$241,795
Value of total corrective distributions2016-12-31$14,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$546,394
Value of total assets at end of year2016-12-31$7,223,852
Value of total assets at beginning of year2016-12-31$6,500,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,614
Total interest from all sources2016-12-31$22,117
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$167,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$167,602
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$471,442
Participant contributions at end of year2016-12-31$147,007
Participant contributions at beginning of year2016-12-31$155,924
Participant contributions at end of year2016-12-31$-176
Participant contributions at beginning of year2016-12-31$29
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,370
Other income not declared elsewhere2016-12-31$-29
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$737,947
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,209,739
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,471,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$39,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,599,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,980,366
Interest on participant loans2016-12-31$5,963
Interest earned on other investments2016-12-31$82
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$16,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,415,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,305,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$298,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$61,582
Employer contributions (assets) at end of year2016-12-31$61,582
Employer contributions (assets) at beginning of year2016-12-31$58,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$241,795
Contract administrator fees2016-12-31$1,075
Liabilities. Value of benefit claims payable at end of year2016-12-31$14,113
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$28,841
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SNEAD & ASSOCIATES, LLP
Accountancy firm EIN2016-12-31200917166
2015 : BARTELL HOTELS 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$28,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,301
Total income from all sources (including contributions)2015-12-31$476,404
Total of all expenses incurred2015-12-31$198,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$121,792
Expenses. Certain deemed distributions of participant loans2015-12-31$1,242
Value of total corrective distributions2015-12-31$23,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$513,035
Value of total assets at end of year2015-12-31$6,500,633
Value of total assets at beginning of year2015-12-31$6,208,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$51,464
Total interest from all sources2015-12-31$21,503
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$224,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$224,820
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$459,213
Participant contributions at end of year2015-12-31$155,924
Participant contributions at beginning of year2015-12-31$144,010
Participant contributions at end of year2015-12-31$29
Participant contributions at beginning of year2015-12-31$54
Other income not declared elsewhere2015-12-31$999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$277,993
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,471,792
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,193,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$44,664
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,980,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,784,006
Interest on participant loans2015-12-31$6,243
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$15,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,305,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,229,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-283,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$53,822
Employer contributions (assets) at end of year2015-12-31$58,751
Employer contributions (assets) at beginning of year2015-12-31$51,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$121,792
Contract administrator fees2015-12-31$6,800
Liabilities. Value of benefit claims payable at end of year2015-12-31$28,841
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$14,301
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SNEAD & ASSOCIATES, LLP
Accountancy firm EIN2015-12-31200917166
2014 : BARTELL HOTELS 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,301
Total income from all sources (including contributions)2014-12-31$736,739
Total of all expenses incurred2014-12-31$116,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$80,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$428,540
Value of total assets at end of year2014-12-31$6,208,100
Value of total assets at beginning of year2014-12-31$5,573,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,953
Total interest from all sources2014-12-31$271,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$380,952
Participant contributions at end of year2014-12-31$144,010
Participant contributions at beginning of year2014-12-31$120,352
Participant contributions at end of year2014-12-31$54
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$620,227
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,193,799
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,573,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$34,074
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,784,006
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,444,656
Interest on participant loans2014-12-31$5,372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$266,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,229,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,008,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$36,785
Net investment gain or loss from common/collective trusts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$47,588
Employer contributions (assets) at end of year2014-12-31$51,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$80,559
Contract administrator fees2014-12-31$1,879
Liabilities. Value of benefit claims payable at end of year2014-12-31$14,301
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SNEAD & ASSOCIATES, LLP
Accountancy firm EIN2014-12-31200917166
2013 : BARTELL HOTELS 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,201,575
Total of all expenses incurred2013-12-31$283,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$258,518
Value of total corrective distributions2013-12-31$296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$346,545
Value of total assets at end of year2013-12-31$5,573,572
Value of total assets at beginning of year2013-12-31$4,655,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,240
Total interest from all sources2013-12-31$17,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$346,545
Participant contributions at end of year2013-12-31$120,352
Participant contributions at beginning of year2013-12-31$176,382
Participant contributions at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$918,521
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,573,572
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,655,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$23,040
Value of interest in pooled separate accounts at end of year2013-12-31$4,444,656
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,848,771
Interest on participant loans2013-12-31$6,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$11,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,008,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$629,898
Net investment gain/loss from pooled separate accounts2013-12-31$837,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$258,518
Contract administrator fees2013-12-31$1,200
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SNEAD & ASSOCIATES, LLP
Accountancy firm EIN2013-12-31200917166
2012 : BARTELL HOTELS 401(K) PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$819,237
Total of all expenses incurred2012-12-31$81,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$61,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$312,020
Value of total assets at end of year2012-12-31$4,655,051
Value of total assets at beginning of year2012-12-31$3,916,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$19,668
Total interest from all sources2012-12-31$15,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$312,020
Participant contributions at end of year2012-12-31$176,382
Participant contributions at beginning of year2012-12-31$170,496
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$-155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$738,221
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,655,051
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,916,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$19,188
Value of interest in pooled separate accounts at end of year2012-12-31$3,848,771
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,262,404
Interest on participant loans2012-12-31$7,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$8,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$629,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$483,775
Net investment gain/loss from pooled separate accounts2012-12-31$491,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$61,348
Contract administrator fees2012-12-31$480
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SORENSEN & SNEAD LLP
Accountancy firm EIN2012-12-31200917166
2011 : BARTELL HOTELS 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,793
Total income from all sources (including contributions)2011-12-31$227,677
Total of all expenses incurred2011-12-31$35,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$17,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$297,635
Value of total assets at end of year2011-12-31$3,916,830
Value of total assets at beginning of year2011-12-31$3,727,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,370
Total interest from all sources2011-12-31$15,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$297,635
Participant contributions at end of year2011-12-31$170,496
Participant contributions at beginning of year2011-12-31$118,657
Participant contributions at end of year2011-12-31$155
Participant contributions at beginning of year2011-12-31$155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,793
Other income not declared elsewhere2011-12-31$-529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$192,450
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,916,830
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,724,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$16,660
Value of interest in pooled separate accounts at end of year2011-12-31$3,262,404
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,264,541
Interest on participant loans2011-12-31$6,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$9,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$483,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$343,291
Net investment gain/loss from pooled separate accounts2011-12-31$-85,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$17,857
Contract administrator fees2011-12-31$710
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SORENSEN & SNEAD LLP
Accountancy firm EIN2011-12-31200917166
2010 : BARTELL HOTELS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$22,992
Total income from all sources (including contributions)2010-12-31$723,062
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$160,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$142,286
Value of total corrective distributions2010-12-31$2,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$300,508
Value of total assets at end of year2010-12-31$3,727,173
Value of total assets at beginning of year2010-12-31$3,185,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,788
Total interest from all sources2010-12-31$15,094
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$260,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$300,508
Participant contributions at end of year2010-12-31$118,657
Participant contributions at beginning of year2010-12-31$152,004
Participant contributions at end of year2010-12-31$155
Participant contributions at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$22,992
Other income not declared elsewhere2010-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$562,195
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,724,380
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,162,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$14,653
Value of interest in pooled separate accounts at end of year2010-12-31$3,264,541
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,881,495
Interest on participant loans2010-12-31$7,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$7,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$343,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$151,149
Net investment gain/loss from pooled separate accounts2010-12-31$407,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$529
Employer contributions (assets) at beginning of year2010-12-31$529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$142,286
Contract administrator fees2010-12-31$1,135
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SORENSEN & SNEAD LLP
Accountancy firm EIN2010-12-31200917166

Form 5500 Responses for BARTELL HOTELS 401(K) PLAN

2022: BARTELL HOTELS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BARTELL HOTELS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BARTELL HOTELS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BARTELL HOTELS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BARTELL HOTELS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BARTELL HOTELS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BARTELL HOTELS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BARTELL HOTELS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BARTELL HOTELS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BARTELL HOTELS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BARTELL HOTELS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BARTELL HOTELS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BARTELL HOTELS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BARTELL HOTELS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number940204-01
Policy instance 1
Insurance contract or identification number940204-01
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-01-03
Total amount of commissions paid to insurance brokerUSD $8,099
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,099
Insurance broker organization code?3
Insurance broker nameARCHIE UNDERWOOD

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