Bd / Sire 401(K) Plan — Form 5500 plan (Hudson River Inn, 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, Bd / Sire 401(K) Plan is a benefit plan reported by Hudson River Inn, LLC under EIN 37-1441668 and plan number 001. The latest loaded filing year is 2023. The filing reports 606 participants and $7,679,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hudson River Inn, LLC
- EIN
- 37-1441668
- Plan number
- 001
- Plan type
- 3
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 606
- End-of-year plan assets
- $7,679,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 606 | H, C | 20241015154506NAL0030220097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,679,189
- Total liabilities (EOY)
- $14,465
- Net assets (EOY)
- $7,664,724
- Net assets (BOY)
- $7,603,619
Income & contributions
- Employer contributions
- $58,678
- Participant contributions
- $423,812
- Total contributions
- $613,796
- Total income / additions
- $1,604,364
Expenses & distributions
- Benefits paid
- $1,465,986
- Administrative expenses
- $77,273
- Total expenses
- $1,543,259
- Net increase / (decrease)
- $61,105
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $67,683 | $0 | 2023 |
| Nylife Securities | BROKER/ADVISOR | $0 | $12,987 | 2023 |
| The Benefit Practice | THIRD PARTY ADMIN | $8,689 | $3,576 | 2023 |
| Employer Advisory Group, LLC | INVESTMENT MGMT | $1,205 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hudson River Inn, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Nylife Securities — Schedule C compensation
- The Benefit Practice — Schedule C compensation
- Employer Advisory Group, LLC — Schedule C compensation