Bluegrass Ingredients, Inc. 401k Plan — Form 5500 plan (Bluegrass Ingredients, 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, Bluegrass Ingredients, Inc. 401k Plan is a benefit plan reported by Bluegrass Ingredients, Inc under EIN 27-2854599 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $5,109,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bluegrass Ingredients, Inc
- EIN
- 27-2854599
- Plan number
- 001
- Plan type
- 2
- Location
- Glasgow, KY
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $5,109,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241004095107NAL0022369090001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,109,025
- Net assets (EOY)
- $5,109,025
- Net assets (BOY)
- $4,179,902
Income & contributions
- Employer contributions
- $249,387
- Participant contributions
- $462,774
- Total contributions
- $780,700
- Total income / additions
- $1,391,766
Expenses & distributions
- Benefits paid
- $413,827
- Administrative expenses
- $48,816
- Total expenses
- $462,643
- Net increase / (decrease)
- $929,123
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trustcore Financial Services | INVESTMENT ADVISOR | $22,425 | $0 | 2023 |
| The Pension Service Inc | CONTRACT ADM | $15,413 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $10,227 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $5,286 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bluegrass Ingredients, Inc
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Glasgow, KY
- Trustcore Financial Services — Schedule C compensation
- The Pension Service Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation