401(k)
2022 plan-year 401(k) DOL Form 5500

Castellucci Hospitality Group 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Castellucci Hospitality Group · Georgia · Food Services & Accommodation

What the 2023 filing shows

Castellucci Hospitality Group 401(k) Profit Sharing Plan & Trust holds $2M for 117 participants — about $18,629 per participant, down 5.7% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
117
covered participants
$18,629
avg assets per participant
-5.7%
assets change YoY

The plan reported a net loss of $133K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
117
State
Industry
Food Services & Accommodation

What the Filing Says About Castellucci Hospitality Group 401(k) Profit Sharing Plan & Trust

Castellucci Hospitality Group 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Castellucci Hospitality Group, headquartered in Georgia. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 117 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 272611256, and the plan has been effective since 2014-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $2M at year-end — a decline of 5.7%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-132,607 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-132,607
Plan Type401(k)
Employer EIN272611256
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Castellucci Hospitality Group 401(k) Profit Sharing Plan & Trust?
As of the 2022 Form 5500 filing, Castellucci Hospitality Group 401(k) Profit Sharing Plan & Trust holds $2M in total assets with 117 participants. It is sponsored by Castellucci Hospitality Group.
What type of plan is Castellucci Hospitality Group 401(k) Profit Sharing Plan & Trust?
Castellucci Hospitality Group 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 2014-01-01. The plan is filed with the U.S. Department of Labor under EIN 272611256.
Who sponsors the Castellucci Hospitality Group 401(k) Profit Sharing Plan & Trust?
Castellucci Hospitality Group 401(k) Profit Sharing Plan & Trust is sponsored by Castellucci Hospitality Group, located in Georgia. The sponsor's EIN is 272611256 and the plan operates in the Food Services & Accommodation industry.
How did Castellucci Hospitality Group 401(k) Profit Sharing Plan & Trust perform in 2022?
Castellucci Hospitality Group 401(k) Profit Sharing Plan & Trust declined by 5.7% during 2022, moving from $2M to $2M in total assets. Net income was $-132,607.
Where can I find official filings for Castellucci Hospitality Group 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for Castellucci Hospitality Group 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 272611256 or plan name at efast.dol.gov.
How does Castellucci Hospitality Group 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare Castellucci Hospitality Group 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 272611256.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.