401k Plan data: THE HAMPSHIRE HOSPITALITY GROUP 401K PLAN plan

THE HAMPSHIRE HOSPITALITY GROUP 401K PLAN 401k Plan overview

Plan Name	THE HAMPSHIRE HOSPITALITY GROUP 401K PLAN
Plan identification number	001

THE HAMPSHIRE HOSPITALITY GROUP 401K PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

OLDWAY LEASING, INC. DBA CLARION HOTEL & CONFERENCE has sponsored the creation of one or more 401k plans.

Company Name: OLDWAY LEASING, INC. DBA CLARION HOTEL & CONFERENCE

Employer identification number (EIN): 043264043

NAIC Classification: 721110
NAIC Description: Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HAMPSHIRE HOSPITALITY GROUP 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 ANDREW DARWICK 2015-06-18
001 2013-01-01 ANDREW DARWICK 2014-05-19
001 2012-01-01 ANDREW DARWICK
001 2011-01-01 ANDREW DARWICK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2014-01-01	ANDREW DARWICK	2015-06-18
001	2013-01-01	ANDREW DARWICK	2014-05-19
001	2012-01-01	ANDREW DARWICK
001	2011-01-01	ANDREW DARWICK

Plan Statistics for THE HAMPSHIRE HOSPITALITY GROUP 401K PLAN

401k plan membership statisitcs for THE HAMPSHIRE HOSPITALITY GROUP 401K PLAN

Measure Date Value
2012: THE HAMPSHIRE HOSPITALITY GROUP 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 35
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 37
Number of participants with account balances 2012-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE HAMPSHIRE HOSPITALITY GROUP 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 107
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 11
Total of all active and inactive participants 2011-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 118
Number of participants with account balances 2011-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2012: THE HAMPSHIRE HOSPITALITY GROUP 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	35
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	37
Number of participants with account balances	2012-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE HAMPSHIRE HOSPITALITY GROUP 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	107
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	11
Total of all active and inactive participants	2011-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	118
Number of participants with account balances	2011-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on THE HAMPSHIRE HOSPITALITY GROUP 401K PLAN

Measure	Date	Value
2012 : THE HAMPSHIRE HOSPITALITY GROUP 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
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	$111,883
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$63,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$57,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$42,424
Value of total assets at end of year	2012-12-31	$554,003
Value of total assets at beginning of year	2012-12-31	$506,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$6,492
Total interest from all sources	2012-12-31	$462
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$55,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$42,424
Participant contributions at end of year	2012-12-31	$5,613
Participant contributions at beginning of year	2012-12-31	$8,965
Participant contributions at end of year	2012-12-31	$1,306
Participant contributions at beginning of year	2012-12-31	$4,365
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$947
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$947
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$3,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$47,930
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$554,003
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$506,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$6,492
Value of interest in pooled separate accounts at end of year	2012-12-31	$546,057
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$487,747
Interest on participant loans	2012-12-31	$383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$79
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$80
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$4,049
Net investment gain/loss from pooled separate accounts	2012-12-31	$68,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$54,402
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	ILSE W SHUMWAY, CPA
Accountancy firm EIN	2012-12-31	043510543
2011 : THE HAMPSHIRE HOSPITALITY GROUP 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
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	$0
Total income from all sources (including contributions)	2011-12-31	$22,821
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$33,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$27,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$38,853
Value of total assets at end of year	2011-12-31	$506,073
Value of total assets at beginning of year	2011-12-31	$516,620
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$6,056
Total interest from all sources	2011-12-31	$495
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$50,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$38,853
Participant contributions at end of year	2011-12-31	$8,965
Participant contributions at beginning of year	2011-12-31	$12,281
Participant contributions at end of year	2011-12-31	$4,365
Participant contributions at beginning of year	2011-12-31	$5,112
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$947
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-10,547
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$506,073
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$516,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$6,056
Value of interest in pooled separate accounts at end of year	2011-12-31	$487,747
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$494,745
Interest on participant loans	2011-12-31	$399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$96
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,535
Net investment gain/loss from pooled separate accounts	2011-12-31	$-16,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$27,312
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	ILSE W SHUMWAY, CPA
Accountancy firm EIN	2011-12-31	043510543
2010 : THE HAMPSHIRE HOSPITALITY GROUP 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$104,543
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$13,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$7,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$44,297
Value of total assets at end of year	2010-12-31	$516,620
Value of total assets at beginning of year	2010-12-31	$425,571
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$5,528
Total interest from all sources	2010-12-31	$477
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$50,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$44,297
Participant contributions at end of year	2010-12-31	$12,281
Participant contributions at beginning of year	2010-12-31	$3,363
Participant contributions at end of year	2010-12-31	$5,112
Participant contributions at beginning of year	2010-12-31	$5,700
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$-588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$91,049
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$516,620
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$425,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$503,392
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$422,208
Interest on participant loans	2010-12-31	$477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$94
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$59,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$7,966
Contract administrator fees	2010-12-31	$5,528
Did the plan have assets held for investment	2010-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	ILSE W. SHUMWAY, CPA
Accountancy firm EIN	2010-12-31	043510543

Form 5500 Responses for THE HAMPSHIRE HOSPITALITY GROUP 401K PLAN

2012: THE HAMPSHIRE HOSPITALITY GROUP 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: THE HAMPSHIRE HOSPITALITY GROUP 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

15621

Policy instance

Insurance contract or identification number	15621
Number of Individuals Covered	37
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,706
Total amount of fees paid to insurance company	USD $309
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $2,706
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	ASSET MANAGEMENT SERVICES
Insurance broker organization code?	3
Insurance broker name	THE RETIREMENT ADVANTAGE

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

15621

Policy instance

Insurance contract or identification number	15621
Number of Individuals Covered	39
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,564
Total amount of fees paid to insurance company	USD $226
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

15621

Policy instance

Insurance contract or identification number	15621
Number of Individuals Covered	37
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,219
Total amount of fees paid to insurance company	USD $206
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	OLDWAY LEASING, INC. DBA CLARION HOTEL & CONFERENCE
Employer identification number (EIN):	043264043
NAIC Classification:	721110
NAIC Description:	Hotels (except Casino Hotels) and Motels