Civic Intelligence

Sotherly Hotels Inc.

Plan context: SOTHERLY HOTELS, INC. 401(K) PLAN

EIN 20-1965427 • Williamsburg, VA • 28 filings • 3 plans

306 S. Henry StreetWilliamsburg, VA 23185
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$5,538,888

2024 Contributions

$1,654,090

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$7,629,884$3,814,942$0200620152024YearValue
$5,538,888Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1580200620152024YearValue
13Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024213$5,538,888$1,654,090$127,238iApproximate average salary by contribution assumption: employee only about $3,180,942 at 4% or $2,120,628 at 6%; with 50% employer match about $2,120,628 at 4% or $1,413,752 at 6%; with 100% employer match about $1,590,471 at 4% or $1,060,314 at 6%.
SOTHERLY HOTELS, INC. 401(K) PLAN-13$4,525,821$274,550$21,119iApproximate average salary by contribution assumption: employee only about $527,981 at 4% or $351,987 at 6%; with 50% employer match about $351,987 at 4% or $234,658 at 6%; with 100% employer match about $263,990 at 4% or $175,994 at 6%.
Sotherly Hotels Inc. Employee Stock Ownership Plan-9$1,013,067$1,379,540$153,282iApproximate average salary by contribution assumption: employee only about $3,832,056 at 4% or $2,554,704 at 6%; with 50% employer match about $2,554,704 at 4% or $1,703,136 at 6%; with 100% employer match about $1,916,028 at 4% or $1,277,352 at 6%.
2023213$4,745,196$1,234,215$94,940iApproximate average salary by contribution assumption: employee only about $2,373,490 at 4% or $1,582,327 at 6%; with 50% employer match about $1,582,327 at 4% or $1,054,885 at 6%; with 100% employer match about $1,186,745 at 4% or $791,163 at 6%.
SOTHERLY HOTELS, INC. 401(K) PLAN-13$3,762,969$263,188$20,245iApproximate average salary by contribution assumption: employee only about $506,131 at 4% or $337,421 at 6%; with 50% employer match about $337,421 at 4% or $224,947 at 6%; with 100% employer match about $253,065 at 4% or $168,710 at 6%.
Sotherly Hotels Inc. Employee Stock Ownership Plan-9$982,227$971,027$107,892iApproximate average salary by contribution assumption: employee only about $2,697,297 at 4% or $1,798,198 at 6%; with 50% employer match about $1,798,198 at 4% or $1,198,799 at 6%; with 100% employer match about $1,348,649 at 4% or $899,099 at 6%.
2022213$4,364,211$877,281$67,483iApproximate average salary by contribution assumption: employee only about $1,687,079 at 4% or $1,124,719 at 6%; with 50% employer match about $1,124,719 at 4% or $749,813 at 6%; with 100% employer match about $843,539 at 4% or $562,360 at 6%.
SOTHERLY HOTELS, INC. 401(K) PLAN-13$3,159,071$293,293$22,561iApproximate average salary by contribution assumption: employee only about $564,025 at 4% or $376,017 at 6%; with 50% employer match about $376,017 at 4% or $250,678 at 6%; with 100% employer match about $282,013 at 4% or $188,008 at 6%.
Sotherly Hotels Inc. Employee Stock Ownership Plan-8$1,205,140$583,988$72,999iApproximate average salary by contribution assumption: employee only about $1,824,963 at 4% or $1,216,642 at 6%; with 50% employer match about $1,216,642 at 4% or $811,094 at 6%; with 100% employer match about $912,481 at 4% or $608,321 at 6%.
2021213$4,774,227$807,986$62,153iApproximate average salary by contribution assumption: employee only about $1,553,819 at 4% or $1,035,879 at 6%; with 50% employer match about $1,035,879 at 4% or $690,586 at 6%; with 100% employer match about $776,910 at 4% or $517,940 at 6%.
SOTHERLY HOTELS, INC. 401(K) PLAN-13$3,354,484$127,455$9,804iApproximate average salary by contribution assumption: employee only about $245,106 at 4% or $163,404 at 6%; with 50% employer match about $163,404 at 4% or $108,936 at 6%; with 100% employer match about $122,553 at 4% or $81,702 at 6%.
Sotherly Hotels Inc. Employee Stock Ownership Plan-10$1,419,743$680,531$68,053iApproximate average salary by contribution assumption: employee only about $1,701,328 at 4% or $1,134,218 at 6%; with 50% employer match about $1,134,218 at 4% or $756,146 at 6%; with 100% employer match about $850,664 at 4% or $567,109 at 6%.
2020215$4,800,895$707,415$47,161iApproximate average salary by contribution assumption: employee only about $1,179,025 at 4% or $786,017 at 6%; with 50% employer match about $786,017 at 4% or $524,011 at 6%; with 100% employer match about $589,513 at 4% or $393,008 at 6%.
SOTHERLY HOTELS, INC. 401(K) PLAN-15$3,102,175$206,573$13,772iApproximate average salary by contribution assumption: employee only about $344,288 at 4% or $229,526 at 6%; with 50% employer match about $229,526 at 4% or $153,017 at 6%; with 100% employer match about $172,144 at 4% or $114,763 at 6%.
Sotherly Hotels Inc. Employee Stock Ownership Plan-10$1,698,720$500,842$50,084iApproximate average salary by contribution assumption: employee only about $1,252,105 at 4% or $834,737 at 6%; with 50% employer match about $834,737 at 4% or $556,491 at 6%; with 100% employer match about $626,053 at 4% or $417,368 at 6%.
2019214$7,629,884$248,017$17,716iApproximate average salary by contribution assumption: employee only about $442,888 at 4% or $295,258 at 6%; with 50% employer match about $295,258 at 4% or $196,839 at 6%; with 100% employer match about $221,444 at 4% or $147,629 at 6%.
Sotherly Hotels Inc. Employee Stock Ownership Plan-12$4,606,929$749$62iApproximate average salary by contribution assumption: employee only about $1,560 at 4% or $1,040 at 6%; with 50% employer match about $1,040 at 4% or $694 at 6%; with 100% employer match about $780 at 4% or $520 at 6%.
SOTHERLY HOTELS, INC. 401(K) PLAN-14$3,022,955$247,268$17,662iApproximate average salary by contribution assumption: employee only about $441,550 at 4% or $294,367 at 6%; with 50% employer match about $294,367 at 4% or $196,244 at 6%; with 100% employer match about $220,775 at 4% or $147,183 at 6%.
2018213$6,093,063$255,406$19,647iApproximate average salary by contribution assumption: employee only about $491,165 at 4% or $327,444 at 6%; with 50% employer match about $327,444 at 4% or $218,296 at 6%; with 100% employer match about $245,583 at 4% or $163,722 at 6%.
Sotherly Hotels Inc. Employee Stock Ownership Plan-12$3,828,825$1,476$123iApproximate average salary by contribution assumption: employee only about $3,075 at 4% or $2,050 at 6%; with 50% employer match about $2,050 at 4% or $1,367 at 6%; with 100% employer match about $1,538 at 4% or $1,025 at 6%.
SOTHERLY HOTELS, INC. 401(K) PLAN-13$2,264,238$253,930$19,533iApproximate average salary by contribution assumption: employee only about $488,327 at 4% or $325,551 at 6%; with 50% employer match about $325,551 at 4% or $217,034 at 6%; with 100% employer match about $244,163 at 4% or $162,776 at 6%.
2017213$6,561,720$211,184$16,245iApproximate average salary by contribution assumption: employee only about $406,123 at 4% or $270,749 at 6%; with 50% employer match about $270,749 at 4% or $180,499 at 6%; with 100% employer match about $203,062 at 4% or $135,374 at 6%.
Sotherly Hotels Inc. Employee Stock Ownership Plan-12$4,402,125$6,364$530iApproximate average salary by contribution assumption: employee only about $13,258 at 4% or $8,839 at 6%; with 50% employer match about $8,839 at 4% or $5,893 at 6%; with 100% employer match about $6,629 at 4% or $4,419 at 6%.
SOTHERLY HOTELS, INC. 401(K) PLAN-13$2,159,595$204,820$15,755iApproximate average salary by contribution assumption: employee only about $393,885 at 4% or $262,590 at 6%; with 50% employer match about $262,590 at 4% or $175,060 at 6%; with 100% employer match about $196,942 at 4% or $131,295 at 6%.
2016213$6,433,520$289,428$22,264iApproximate average salary by contribution assumption: employee only about $556,592 at 4% or $371,062 at 6%; with 50% employer match about $371,062 at 4% or $247,374 at 6%; with 100% employer match about $278,296 at 4% or $185,531 at 6%.
Sotherly Hotels Inc. Employee Stock Ownership Plan-12$4,720,254$86,079$7,173iApproximate average salary by contribution assumption: employee only about $179,331 at 4% or $119,554 at 6%; with 50% employer match about $119,554 at 4% or $79,703 at 6%; with 100% employer match about $89,666 at 4% or $59,777 at 6%.
SOTHERLY HOTELS, INC. 401(K) PLAN-13$1,713,266$203,349$15,642iApproximate average salary by contribution assumption: employee only about $391,056 at 4% or $260,704 at 6%; with 50% employer match about $260,704 at 4% or $173,803 at 6%; with 100% employer match about $195,528 at 4% or $130,352 at 6%.
2015112$1,830,530$142,458$11,872iApproximate average salary by contribution assumption: employee only about $296,788 at 4% or $197,858 at 6%; with 50% employer match about $197,858 at 4% or $131,906 at 6%; with 100% employer match about $148,394 at 4% or $98,929 at 6%.
SOTHERLY HOTELS, INC. 401(K) PLAN-12$1,830,530$142,458$11,872iApproximate average salary by contribution assumption: employee only about $296,788 at 4% or $197,858 at 6%; with 50% employer match about $197,858 at 4% or $131,906 at 6%; with 100% employer match about $148,394 at 4% or $98,929 at 6%.
2014112$1,713,199$119,622$9,969iApproximate average salary by contribution assumption: employee only about $249,213 at 4% or $166,142 at 6%; with 50% employer match about $166,142 at 4% or $110,761 at 6%; with 100% employer match about $124,606 at 4% or $83,071 at 6%.
SOTHERLY HOTELS, INC. 401(K) PLAN-12$1,713,199$119,622$9,969iApproximate average salary by contribution assumption: employee only about $249,213 at 4% or $166,142 at 6%; with 50% employer match about $166,142 at 4% or $110,761 at 6%; with 100% employer match about $124,606 at 4% or $83,071 at 6%.
2013110$1,487,135$160,170$16,017iApproximate average salary by contribution assumption: employee only about $400,425 at 4% or $266,950 at 6%; with 50% employer match about $266,950 at 4% or $177,967 at 6%; with 100% employer match about $200,213 at 4% or $133,475 at 6%.
MHI HOSPITALITY CORPORATION 401K PLAN-10$1,487,135$160,170$16,017iApproximate average salary by contribution assumption: employee only about $400,425 at 4% or $266,950 at 6%; with 50% employer match about $266,950 at 4% or $177,967 at 6%; with 100% employer match about $200,213 at 4% or $133,475 at 6%.
2012111$1,042,219$164,850$14,986iApproximate average salary by contribution assumption: employee only about $374,659 at 4% or $249,773 at 6%; with 50% employer match about $249,773 at 4% or $166,515 at 6%; with 100% employer match about $187,330 at 4% or $124,886 at 6%.
MHI HOSPITALITY CORPORATION 401K PLAN-11$1,042,219$164,850$14,986iApproximate average salary by contribution assumption: employee only about $374,659 at 4% or $249,773 at 6%; with 50% employer match about $249,773 at 4% or $166,515 at 6%; with 100% employer match about $187,330 at 4% or $124,886 at 6%.
2011111$753,484$135,993$12,363iApproximate average salary by contribution assumption: employee only about $309,075 at 4% or $206,050 at 6%; with 50% employer match about $206,050 at 4% or $137,367 at 6%; with 100% employer match about $154,538 at 4% or $103,025 at 6%.
MHI HOSPITALITY CORPORATION 401K PLAN-11$753,484$135,993$12,363iApproximate average salary by contribution assumption: employee only about $309,075 at 4% or $206,050 at 6%; with 50% employer match about $206,050 at 4% or $137,367 at 6%; with 100% employer match about $154,538 at 4% or $103,025 at 6%.
2010110$668,612$129,998$13,000iApproximate average salary by contribution assumption: employee only about $324,995 at 4% or $216,663 at 6%; with 50% employer match about $216,663 at 4% or $144,442 at 6%; with 100% employer match about $162,498 at 4% or $108,332 at 6%.
MHI HOSPITALITY CORPORATION 401K PLAN-10$668,612$129,998$13,000iApproximate average salary by contribution assumption: employee only about $324,995 at 4% or $216,663 at 6%; with 50% employer match about $216,663 at 4% or $144,442 at 6%; with 100% employer match about $162,498 at 4% or $108,332 at 6%.
2009110$484,182$132,527$13,253iApproximate average salary by contribution assumption: employee only about $331,318 at 4% or $220,878 at 6%; with 50% employer match about $220,878 at 4% or $147,252 at 6%; with 100% employer match about $165,659 at 4% or $110,439 at 6%.
MHI HOSPITALITY CORPORATION 401K PLAN-10$484,182$132,527$13,253iApproximate average salary by contribution assumption: employee only about $331,318 at 4% or $220,878 at 6%; with 50% employer match about $220,878 at 4% or $147,252 at 6%; with 100% employer match about $165,659 at 4% or $110,439 at 6%.
2008110$265,648$123,735$12,374iApproximate average salary by contribution assumption: employee only about $309,338 at 4% or $206,225 at 6%; with 50% employer match about $206,225 at 4% or $137,483 at 6%; with 100% employer match about $154,669 at 4% or $103,113 at 6%.
MHI HOSPITALITY CORPORATION 401K PLAN-10$265,648$123,735$12,374iApproximate average salary by contribution assumption: employee only about $309,338 at 4% or $206,225 at 6%; with 50% employer match about $206,225 at 4% or $137,483 at 6%; with 100% employer match about $154,669 at 4% or $103,113 at 6%.
200719$237,133$115,485$12,832iApproximate average salary by contribution assumption: employee only about $320,792 at 4% or $213,861 at 6%; with 50% employer match about $213,861 at 4% or $142,574 at 6%; with 100% employer match about $160,396 at 4% or $106,931 at 6%.
MHI HOSPITALITY CORPORATION 401K PLAN-9$237,133$115,485$12,832iApproximate average salary by contribution assumption: employee only about $320,792 at 4% or $213,861 at 6%; with 50% employer match about $213,861 at 4% or $142,574 at 6%; with 100% employer match about $160,396 at 4% or $106,931 at 6%.
200619$101,647$95,713$10,635iApproximate average salary by contribution assumption: employee only about $265,869 at 4% or $177,246 at 6%; with 50% employer match about $177,246 at 4% or $118,164 at 6%; with 100% employer match about $132,935 at 4% or $88,623 at 6%.
MHI HOSPITALITY CORPORATION 401K PLAN-9$101,647$95,713$10,635iApproximate average salary by contribution assumption: employee only about $265,869 at 4% or $177,246 at 6%; with 50% employer match about $177,246 at 4% or $118,164 at 6%; with 100% employer match about $132,935 at 4% or $88,623 at 6%.