Bluestar Resort & Golf 401(K) Retirement Plan — Form 5500 plan (Bluestar Resort & Golf 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, Bluestar Resort & Golf 401(K) Retirement Plan is a benefit plan reported by Bluestar Resort & Golf LLC under EIN 20-3663263 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,605 participants and $9,779,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bluestar Resort & Golf LLC
- EIN
- 20-3663263
- Plan number
- 001
- Plan type
- 2
- Location
- Walnut, CA
- Latest filing year
- 2023
- Participants
- 1,605
- End-of-year plan assets
- $9,779,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,605 | H, C | 20241008181922NAL0008648435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,779,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,779,529
- Net assets (BOY)
- $8,317,409
Income & contributions
- Employer contributions
- $223,245
- Participant contributions
- $1,108,500
- Total contributions
- $1,404,399
- Total income / additions
- $2,852,993
Expenses & distributions
- Benefits paid
- $1,225,618
- Administrative expenses
- $84,868
- Total expenses
- $1,390,873
- Net increase / (decrease)
- $1,462,120
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $38,899 | $0 | 2023 |
| Hedman Partners Llp | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Bluestar Resort & Golf LLC | NONE | $10,917 | not reported in the loaded dataset | 2023 |
| Mercer (Us) Inc Mercer Investments | NONE | $5,735 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bluestar Resort & Golf LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Walnut, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Hedman Partners Llp — Schedule C compensation
- Bluestar Resort & Golf LLC — Schedule C compensation
- Mercer (Us) Inc Mercer Investments — Schedule C compensation