2023 Form 5500 filing — Bluegrass Ingredients, Inc. 401k 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 20241004095107NAL0022369090001) for Bluegrass Ingredients, Inc. 401k Plan, reported by Bluegrass Ingredients, Inc under EIN 27-2854599 and plan number 001. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004095107NAL0022369090001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bluegrass Ingredients, Inc
- EIN
- 27-2854599
- Plan number
- 001
- Location
- Glasgow, KY
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,109,025
- Net assets (EOY)
- $5,109,025
- Employer contributions
- $249,387
- Participant contributions
- $462,774
- Total income / additions
- $1,391,766
- Benefits paid
- $413,827
- Administrative expenses
- $48,816
- Total expenses
- $462,643
- Net increase / (decrease)
- $929,123
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trustcore Financial Services | INVESTMENT ADVISOR | $22,425 | $0 |
| The Pension Service Inc | CONTRACT ADM | $15,413 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $10,227 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $5,286 | $0 |