2023 Form 5500 filing — Bluegrass Hospitality Group 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 20241014175046NAL0054692546002) for Bluegrass Hospitality Group 401k Plan, reported by Malones Holding LLC under EIN 20-1453313 and plan number 001. It reports 1,090 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014175046NAL0054692546002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Malones Holding LLC
- EIN
- 20-1453313
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 1,090
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,728,860
- Net assets (EOY)
- $10,728,860
- Employer contributions
- $449,739
- Participant contributions
- $804,750
- Total income / additions
- $3,275,254
- Benefits paid
- $454,856
- Administrative expenses
- $69,192
- Total expenses
- $524,048
- Net increase / (decrease)
- $2,751,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $23,664 | $0 |
| Raymond James And Associates Inc | INVESTMENT ADVISORY | $19,227 | not reported in the loaded dataset |
| Atlanta Consulting Group Advisors | SERVICE PROVIDER | $3,080 | $0 |
| Lincoln National Corporation | SERVICE PROVIDER | $2,480 | $0 |
| Mcgregor & Associates, Inc. | RECORDKEEPER | $2,050 | $0 |