Bluegrass Hospitality Group 401k Plan — Form 5500 plan (Malones Holding LLC)
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, Bluegrass Hospitality Group 401k Plan is a benefit plan reported by Malones Holding LLC under EIN 20-1453313 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,090 participants and $10,728,860 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.7MPlan net assets, end of year$10,728,860
Participants1.1KCovered participants reported1,090
Assets / participant$9.8KComputed: assets ÷ participants$9,843 (computed)
Provider compensation$50.5K5 Schedule C provider row(s)$50,501
- Plan sponsor
- Malones Holding LLC
- EIN
- 20-1453313
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,090 | H, C | 20241014175046NAL0054692546002 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$10.7M total assets
Net assets$10.7MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $10,728,860
- Net assets (EOY)
- $10,728,860
- Net assets (BOY)
- $7,977,654
Income & contributions
- Employer contributions
- $449,739
- Participant contributions
- $804,750
- Total contributions
- $1,261,808
- Total income / additions
- $3,275,254
Expenses & distributions
- Benefits paid
- $454,856
- Administrative expenses
- $69,192
- Total expenses
- $524,048
- Net increase / (decrease)
- $2,751,206
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $23,664 | $0 | 2023 |
| Raymond James And Associates Inc | INVESTMENT ADVISORY | $19,227 | not reported in the loaded dataset | 2023 |
| Atlanta Consulting Group Advisors | SERVICE PROVIDER | $3,080 | $0 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $2,480 | $0 | 2023 |
| Mcgregor & Associates, Inc. | RECORDKEEPER | $2,050 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Malones Holding LLC
- 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
- Raymond James And Associates Inc — Schedule C compensation
- Atlanta Consulting Group Advisors — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Mcgregor & Associates, Inc. — Schedule C compensation