2023 Form 5500 filing — Bd / Sire 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 20241015154506NAL0030220097001) for Bd / Sire 401(K) Plan, reported by Hudson River Inn, LLC under EIN 37-1441668 and plan number 001. It reports 606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154506NAL0030220097001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Hudson River Inn, LLC
- EIN
- 37-1441668
- Plan number
- 001
- Location
- New York, NY
- Participants
- 606
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,679,189
- Total liabilities (EOY)
- $14,465
- Net assets (EOY)
- $7,664,724
- Employer contributions
- $58,678
- Participant contributions
- $423,812
- Total income / additions
- $1,604,364
- Benefits paid
- $1,465,986
- Administrative expenses
- $77,273
- Total expenses
- $1,543,259
- Net increase / (decrease)
- $61,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $67,683 | $0 |
| Nylife Securities | BROKER/ADVISOR | $0 | $12,987 |
| The Benefit Practice | THIRD PARTY ADMIN | $8,689 | $3,576 |
| Employer Advisory Group, LLC | INVESTMENT MGMT | $1,205 | not reported in the loaded dataset |