2023 Form 5500 filing — Bluestar Resort & Golf 401(K) Retirement 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 20241008181922NAL0008648435001) for Bluestar Resort & Golf 401(K) Retirement Plan, reported by Bluestar Resort & Golf LLC under EIN 20-3663263 and plan number 001. It reports 1,605 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008181922NAL0008648435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bluestar Resort & Golf LLC
- EIN
- 20-3663263
- Plan number
- 001
- Location
- Walnut, CA
- Participants
- 1,605
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,779,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,779,529
- Employer contributions
- $223,245
- Participant contributions
- $1,108,500
- Total income / additions
- $2,852,993
- Benefits paid
- $1,225,618
- Administrative expenses
- $84,868
- Total expenses
- $1,390,873
- Net increase / (decrease)
- $1,462,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $38,899 | $0 |
| Hedman Partners Llp | NONE | $20,000 | not reported in the loaded dataset |
| Bluestar Resort & Golf LLC | NONE | $10,917 | not reported in the loaded dataset |
| Mercer (Us) Inc Mercer Investments | NONE | $5,735 | not reported in the loaded dataset |