2023 Form 5500 filing — Bristol Group, Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002132943NAL0004038899001) for Bristol Group, Inc. 401(K) Plan, reported by Bristol Group, Inc. under EIN 31-1491447 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002132943NAL0004038899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bristol Group, Inc.
- EIN
- 31-1491447
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,348,615
- Net assets (EOY)
- $2,348,615
- Employer contributions
- $215,564
- Participant contributions
- $273,081
- Total income / additions
- $853,475
- Benefits paid
- $874,270
- Administrative expenses
- $16,511
- Total expenses
- $890,781
- Net increase / (decrease)
- -$37,306
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $13,412 | $0 |
| Mcgregor & Associates, Inc | RECORDKEEPER | $2,560 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY PLAN | $539 | $0 |
| Lpl Financial | BROKER | $0 | $262 |