401k Plan data: WESTMONT HOSPITALITY GROUP 401(K) PLAN plan

WESTMONT HOSPITALITY GROUP 401(K) PLAN 401k Plan overview

Plan Name	WESTMONT HOSPITALITY GROUP 401(K) PLAN
Plan identification number	001

WESTMONT HOSPITALITY GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WESTMONT HOSPITALITY MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: WESTMONT HOSPITALITY MANAGEMENT, LLC

Employer identification number (EIN): 261589372

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

Additional information about WESTMONT HOSPITALITY MANAGEMENT, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2008-05-21

Company Identification Number: 0800981426

Legal Registered Office Address: 5847 SAN FELIPE ST STE 4600

HOUSTON
United States of America (USA)
77057

More information about WESTMONT HOSPITALITY MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTMONT HOSPITALITY GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JERRY BURRELL 2023-10-16
001 2021-01-01 JERRY BURRELL 2022-10-17
001 2020-01-01 JERRY BURRELL 2021-10-14 JERRY BURRELL 2021-10-14
001 2019-01-01 JERRY BURRELL 2020-10-09 JERRY BURRELL 2020-10-09
001 2018-01-01 JERRY BURRELL 2019-10-14 JERRY BURRELL 2019-10-14
001 2017-01-01
001 2016-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JERRY BURRELL	2023-10-16
001	2021-01-01	JERRY BURRELL	2022-10-17
001	2020-01-01	JERRY BURRELL	2021-10-14	JERRY BURRELL	2021-10-14
001	2019-01-01	JERRY BURRELL	2020-10-09	JERRY BURRELL	2020-10-09
001	2018-01-01	JERRY BURRELL	2019-10-14	JERRY BURRELL	2019-10-14
001	2017-01-01
001	2016-01-01

Plan Statistics for WESTMONT HOSPITALITY GROUP 401(K) PLAN

401k plan membership statisitcs for WESTMONT HOSPITALITY GROUP 401(K) PLAN

Measure Date Value
2022: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,258
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,590
Number of retired or separated participants receiving benefits 2022-01-01 14
Number of other retired or separated participants entitled to future benefits 2022-01-01 338
Total of all active and inactive participants 2022-01-01 1,942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,942
Number of participants with account balances 2022-01-01 1,084
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,756
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,933
Number of retired or separated participants receiving benefits 2021-01-01 13
Number of other retired or separated participants entitled to future benefits 2021-01-01 312
Total of all active and inactive participants 2021-01-01 2,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2,258
Number of participants with account balances 2021-01-01 1,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,187
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,599
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 287
Total of all active and inactive participants 2020-01-01 1,886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,886
Number of participants with account balances 2020-01-01 916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,033
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,591
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 231
Total of all active and inactive participants 2019-01-01 1,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,822
Number of participants with account balances 2019-01-01 915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,061
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,664
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 212
Total of all active and inactive participants 2018-01-01 1,876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,876
Number of participants with account balances 2018-01-01 830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,160
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,407
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 222
Total of all active and inactive participants 2017-01-01 1,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,629
Number of participants with account balances 2017-01-01 641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,812
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,228
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 216
Total of all active and inactive participants 2016-01-01 1,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,449
Number of participants with account balances 2016-01-01 655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,258
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,590
Number of retired or separated participants receiving benefits	2022-01-01	14
Number of other retired or separated participants entitled to future benefits	2022-01-01	338
Total of all active and inactive participants	2022-01-01	1,942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,942
Number of participants with account balances	2022-01-01	1,084
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,756
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,933
Number of retired or separated participants receiving benefits	2021-01-01	13
Number of other retired or separated participants entitled to future benefits	2021-01-01	312
Total of all active and inactive participants	2021-01-01	2,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2,258
Number of participants with account balances	2021-01-01	1,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,187
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,599
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	287
Total of all active and inactive participants	2020-01-01	1,886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,886
Number of participants with account balances	2020-01-01	916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,033
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,591
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	231
Total of all active and inactive participants	2019-01-01	1,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,822
Number of participants with account balances	2019-01-01	915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,061
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,664
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	212
Total of all active and inactive participants	2018-01-01	1,876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,876
Number of participants with account balances	2018-01-01	830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,160
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,407
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	222
Total of all active and inactive participants	2017-01-01	1,629
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,629
Number of participants with account balances	2017-01-01	641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,812
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,228
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	216
Total of all active and inactive participants	2016-01-01	1,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,449
Number of participants with account balances	2016-01-01	655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on WESTMONT HOSPITALITY GROUP 401(K) PLAN

Measure	Date	Value
2022 : WESTMONT HOSPITALITY GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$0
Total income from all sources (including contributions)	2022-12-31	$-2,436,013
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,645,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,216,065
Expenses. Certain deemed distributions of participant loans	2022-12-31	$18,504
Value of total corrective distributions	2022-12-31	$195,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,856,044
Value of total assets at end of year	2022-12-31	$40,799,768
Value of total assets at beginning of year	2022-12-31	$46,881,652
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$215,400
Total interest from all sources	2022-12-31	$88,600
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,063,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,063,743
Administrative expenses professional fees incurred	2022-12-31	$215,400
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,757,974
Participant contributions at end of year	2022-12-31	$646,195
Participant contributions at beginning of year	2022-12-31	$770,239
Participant contributions at end of year	2022-12-31	$5,293
Participant contributions at beginning of year	2022-12-31	$21,923
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$661,583
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$248
Other income not declared elsewhere	2022-12-31	$1,298
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,081,884
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$40,799,768
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$46,881,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$36,571,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$43,594,970
Interest on participant loans	2022-12-31	$39,224
Interest earned on other investments	2022-12-31	$49,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,573,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,494,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-8,445,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,436,487
Employer contributions (assets) at end of year	2022-12-31	$2,914
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,215,817
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PRICEKUBECKA, PLLC
Accountancy firm EIN	2022-12-31	752783674
2021 : WESTMONT HOSPITALITY GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$12,607,074
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
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	$7,799,091
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$7,746,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,275,937
Expenses. Certain deemed distributions of participant loans	2021-12-31	$18,753
Value of total corrective distributions	2021-12-31	$208,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,916,378
Value of total assets at end of year	2021-12-31	$46,881,652
Value of total assets at beginning of year	2021-12-31	$34,222,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$243,549
Total interest from all sources	2021-12-31	$43,659
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,698,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,343,357
Participant contributions at end of year	2021-12-31	$770,239
Participant contributions at beginning of year	2021-12-31	$553,331
Participant contributions at end of year	2021-12-31	$21,923
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$573,021
Other income not declared elsewhere	2021-12-31	$-47,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$52,186
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$46,881,652
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$34,222,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$43,594,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$31,363,977
Interest on participant loans	2021-12-31	$43,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,494,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,305,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,188,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Income. Dividends from preferred stock	2021-12-31	$1,698,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,275,937
Contract administrator fees	2021-12-31	$243,549
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LAPORTE, APAC
Accountancy firm EIN	2021-12-31	721088864
2020 : WESTMONT HOSPITALITY GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$6,464,409
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,573,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,410,844
Value of total corrective distributions	2020-12-31	$1,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,556,767
Value of total assets at end of year	2020-12-31	$34,222,392
Value of total assets at beginning of year	2020-12-31	$31,331,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$161,037
Total interest from all sources	2020-12-31	$67,818
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$517,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$517,986
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,878,100
Participant contributions at end of year	2020-12-31	$553,331
Participant contributions at beginning of year	2020-12-31	$458,005
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$222,034
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,890,897
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$34,222,392
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$31,331,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$31,363,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$29,450,326
Interest on participant loans	2020-12-31	$27,978
Interest earned on other investments	2020-12-31	$39,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,305,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,423,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,321,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$456,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,410,713
Contract administrator fees	2020-12-31	$161,037
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LAPORTE, APAC
Accountancy firm EIN	2020-12-31	721088864
2019 : WESTMONT HOSPITALITY GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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 income from all sources (including contributions)	2019-12-31	$9,549,334
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,825,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,630,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,935,265
Value of total assets at end of year	2019-12-31	$31,331,495
Value of total assets at beginning of year	2019-12-31	$23,607,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$195,245
Total interest from all sources	2019-12-31	$49,352
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$623,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$623,764
Administrative expenses professional fees incurred	2019-12-31	$18,963
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,411,835
Participant contributions at end of year	2019-12-31	$458,005
Participant contributions at beginning of year	2019-12-31	$312,450
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,330,827
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$1,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$7,723,841
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$31,331,495
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$23,607,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$29,450,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$21,920,938
Interest on participant loans	2019-12-31	$25,080
Interest earned on other investments	2019-12-31	$24,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,423,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,374,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,940,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,192,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,628,786
Contract administrator fees	2019-12-31	$176,282
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LAPORTE, APAC
Accountancy firm EIN	2019-12-31	721088864
2018 : WESTMONT HOSPITALITY GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$0
Total income from all sources (including contributions)	2018-12-31	$2,482,132
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,300,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,251,354
Expenses. Certain deemed distributions of participant loans	2018-12-31	$-4
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,151,374
Value of total assets at end of year	2018-12-31	$23,607,654
Value of total assets at beginning of year	2018-12-31	$23,425,562
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$48,690
Total interest from all sources	2018-12-31	$28,370
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$55,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$55,370
Administrative expenses professional fees incurred	2018-12-31	$27,900
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,954,676
Participant contributions at end of year	2018-12-31	$312,450
Participant contributions at beginning of year	2018-12-31	$247,168
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,200,714
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$1,923
Administrative expenses (other) incurred	2018-12-31	$68
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$182,092
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$23,607,654
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$23,425,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$21,920,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,405,731
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$19,629,783
Interest on participant loans	2018-12-31	$14,267
Interest earned on other investments	2018-12-31	$14,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,374,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,142,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-235,838
Net investment gain/loss from pooled separate accounts	2018-12-31	$-1,517,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$995,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,249,431
Contract administrator fees	2018-12-31	$20,722
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LAPORTE, APAC
Accountancy firm EIN	2018-12-31	721088864
2017 : WESTMONT HOSPITALITY GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$6,196,282
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,879,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,858,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,132,859
Value of total assets at end of year	2017-12-31	$23,425,562
Value of total assets at beginning of year	2017-12-31	$19,109,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$21,136
Total interest from all sources	2017-12-31	$26,088
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$40,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$40,199
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,756,932
Participant contributions at end of year	2017-12-31	$247,168
Participant contributions at beginning of year	2017-12-31	$303,479
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$497,017
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$239
Other income not declared elsewhere	2017-12-31	$1,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,316,415
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$23,425,562
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$19,109,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,405,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,786,641
Value of interest in pooled separate accounts at end of year	2017-12-31	$19,629,783
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$15,741,141
Interest on participant loans	2017-12-31	$13,091
Interest earned on other investments	2017-12-31	$12,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,142,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,171,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$282,501
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,713,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$878,910
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,858,492
Contract administrator fees	2017-12-31	$21,136
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$106,720
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LAPORTE, APAC
Accountancy firm EIN	2017-12-31	721088864
2016 : WESTMONT HOSPITALITY GROUP 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$1,039
Total unrealized appreciation/depreciation of assets	2016-12-31	$1,039
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$4,284,472
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,615,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,590,217
Expenses. Certain deemed distributions of participant loans	2016-12-31	$4
Value of total corrective distributions	2016-12-31	$495
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,244,662
Value of total assets at end of year	2016-12-31	$19,109,147
Value of total assets at beginning of year	2016-12-31	$17,440,036
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$24,645
Total interest from all sources	2016-12-31	$25,155
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$25,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$25,934
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,620,926
Participant contributions at end of year	2016-12-31	$303,479
Participant contributions at beginning of year	2016-12-31	$325,620
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$805,187
Other income not declared elsewhere	2016-12-31	$245
Administrative expenses (other) incurred	2016-12-31	$107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,669,111
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$19,109,147
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$17,440,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,786,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,096,092
Value of interest in pooled separate accounts at end of year	2016-12-31	$15,741,141
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$15,341,139
Interest on participant loans	2016-12-31	$14,123
Interest earned on other investments	2016-12-31	$11,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,171,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$571,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$100,151
Net investment gain/loss from pooled separate accounts	2016-12-31	$887,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$818,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,590,217
Contract administrator fees	2016-12-31	$24,538
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$106,720
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$105,681
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LAPORTE, APAC
Accountancy firm EIN	2016-12-31	721088864

Form 5500 Responses for WESTMONT HOSPITALITY GROUP 401(K) PLAN

2022: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WESTMONT HOSPITALITY GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	2985
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $4,455
Total amount of fees paid to insurance company	USD $1,485
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 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?	Yes
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 $4,455
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	OTHER SERVICES
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	2665
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $3,491
Total amount of fees paid to insurance company	USD $1,164
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 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?	Yes
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 $3,491
Insurance broker organization code?	3
Amount paid for insurance broker fees	1164
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	916
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $3,298
Total amount of fees paid to insurance company	USD $1,099
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 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?	Yes
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 $3,298
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	1379
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3,345
Total amount of fees paid to insurance company	USD $688
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 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?	Yes
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 $3,345
Insurance broker organization code?	3
Amount paid for insurance broker fees	688
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	1418
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $3,868
Total amount of fees paid to insurance company	USD $645
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 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?	Yes
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 $3,868
Insurance broker organization code?	3
Amount paid for insurance broker fees	645
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

715931

Policy instance

Insurance contract or identification number	715931
Number of Individuals Covered	1418
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $59,676
Total amount of fees paid to insurance company	USD $9,946
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 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 $59,676
Insurance broker organization code?	3
Amount paid for insurance broker fees	9946
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	1330
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,625
Total amount of fees paid to insurance company	USD $604
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 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?	Yes
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 $3,625
Insurance broker organization code?	3
Amount paid for insurance broker fees	604
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	ALLIANCE BENEFIT GROUP OF HOUSTON

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

715931

Policy instance

Insurance contract or identification number	715931
Number of Individuals Covered	1330
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $51,448
Total amount of fees paid to insurance company	USD $8,575
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 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 $51,448
Insurance broker organization code?	3
Amount paid for insurance broker fees	8575
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker name	ALLIANCE BENEFIT GROUP OF HOUSTON

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Company Name:	WESTMONT HOSPITALITY MANAGEMENT, LLC
Employer identification number (EIN):	261589372
NAIC Classification:	721110
NAIC Description:	Hotels (except Casino Hotels) and Motels

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2008-05-21
Company Identification Number:	0800981426
Legal Registered Office Address:	5847 SAN FELIPE ST STE 4600 HOUSTON United States of America (USA) 77057