Bristol Group, Inc. 401(K) Plan — Form 5500 plan (Bristol Group, Inc.)
Plain-English plan 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, Bristol Group, Inc. 401(K) Plan is a benefit plan reported by Bristol Group, Inc. under EIN 31-1491447 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $2,348,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bristol Group, Inc.
- EIN
- 31-1491447
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $2,348,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241002132943NAL0004038899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,348,615
- Net assets (EOY)
- $2,348,615
- Net assets (BOY)
- $2,385,921
Income & contributions
- Employer contributions
- $215,564
- Participant contributions
- $273,081
- Total contributions
- $492,760
- Total income / additions
- $853,475
Expenses & distributions
- Benefits paid
- $874,270
- Administrative expenses
- $16,511
- Total expenses
- $890,781
- Net increase / (decrease)
- -$37,306
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $13,412 | $0 | 2023 |
| Mcgregor & Associates, Inc | RECORDKEEPER | $2,560 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY PLAN | $539 | $0 | 2023 |
| Lpl Financial | BROKER | $0 | $262 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bristol Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Transamerica Life Insurance Company — Schedule C compensation
- Mcgregor & Associates, Inc — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation
- Lpl Financial — Schedule C compensation