Plan5500

Bourbon Heights, Inc. Retirement Plan — Form 5500 plan (Bourbon Heights, 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, Bourbon Heights, Inc. Retirement Plan is a benefit plan reported by Bourbon Heights, Inc. under EIN 61-0605767 and plan number 003. The latest loaded filing year is 2023. The filing reports 106 participants and $674,390 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bourbon Heights, Inc.
EIN
61-0605767
Plan number
003
Plan type
2
Location
Paris, KY
Latest filing year
2023
Participants
106
End-of-year plan assets
$674,390

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023106H, C20250121110137NAL0003023425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$674,390
Total liabilities (EOY)
$0
Net assets (EOY)
$674,390
Net assets (BOY)
$735,224

Income & contributions

Employer contributions
$9,563
Participant contributions
$9,741
Total contributions
$20,056
Total income / additions
$80,857

Expenses & distributions

Benefits paid
$141,231
Administrative expenses
$460
Total expenses
$141,691
Net increase / (decrease)
-$60,834

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Metlife Life Insurance CompanyRECORDKEEPER$460$02023

Related Form 5500 pages