401k Plan data: HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN plan

HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 401k Plan overview

Plan Name	HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN
Plan identification number	333

HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BAR MANAGEMENT GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: BAR MANAGEMENT GROUP, LLC

Employer identification number (EIN): 452194753

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2017-01-01 ROBERT DURKIN
333 2017-01-01 ROBERT DURKIN
333 2016-01-01 EILEEN KEHOE
333 2015-01-01 PATRICK HARKLEROAD

Plan id#	Filing Submission Date	Name of Administrator
333	2017-01-01	ROBERT DURKIN
333	2017-01-01	ROBERT DURKIN
333	2016-01-01	EILEEN KEHOE
333	2015-01-01	PATRICK HARKLEROAD

Plan Statistics for HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN

401k plan membership statisitcs for HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN

Measure Date Value
2017: HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 701
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 361
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 673
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 28
Total of all active and inactive participants 2016-01-01 701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 701
Number of participants with account balances 2016-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 499
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 268
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 276
Total participants 2015-01-01 276
Number of participants with account balances 2015-01-01 23

Measure	Date	Value
2017: HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	701
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	361
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	673
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	28
Total of all active and inactive participants	2016-01-01	701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	701
Number of participants with account balances	2016-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	499
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	268
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	276
Total participants	2015-01-01	276
Number of participants with account balances	2015-01-01	23

Financial Data on HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN

Measure	Date	Value
2017 : HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$349,280
Total of all expenses incurred	2017-12-31	$2,172,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,096,365
Expenses. Certain deemed distributions of participant loans	2017-12-31	$51,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$85,382
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$1,823,114
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$24,485
Total interest from all sources	2017-12-31	$1,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$85,382
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$62,250
Administrative expenses (other) incurred	2017-12-31	$24,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-1,823,114
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,823,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,631,144
Interest on participant loans	2017-12-31	$1,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$129,720
Net investment gain/loss from pooled separate accounts	2017-12-31	$262,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,096,365
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GRAY, GRAY AND GRAY, LLP
Accountancy firm EIN	2017-12-31	042088368
2016 : HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$249,205
Total of all expenses incurred	2016-12-31	$22,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$133,792
Value of total assets at end of year	2016-12-31	$1,823,114
Value of total assets at beginning of year	2016-12-31	$1,596,336
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$22,427
Total interest from all sources	2016-12-31	$7,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$133,792
Participant contributions at end of year	2016-12-31	$62,250
Participant contributions at beginning of year	2016-12-31	$89,463
Administrative expenses (other) incurred	2016-12-31	$22,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$226,778
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,823,114
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,596,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,631,144
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,365,006
Interest on participant loans	2016-12-31	$5,418
Interest earned on other investments	2016-12-31	$1,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$129,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$141,867
Net investment gain/loss from pooled separate accounts	2016-12-31	$108,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GRAY, GRAY AND GRAY, LLP
Accountancy firm EIN	2016-12-31	042088368
2015 : HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$79,653
Total of all expenses incurred	2015-12-31	$258,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$233,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$111,146
Value of total assets at end of year	2015-12-31	$1,596,336
Value of total assets at beginning of year	2015-12-31	$1,775,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$25,863
Total interest from all sources	2015-12-31	$1,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$111,146
Participant contributions at end of year	2015-12-31	$89,463
Participant contributions at beginning of year	2015-12-31	$109,492
Participant contributions at beginning of year	2015-12-31	$1,819
Other income not declared elsewhere	2015-12-31	$2,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-179,308
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,596,336
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,775,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,365,006
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,495,086
Interest on participant loans	2015-12-31	$1,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$141,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$169,247
Net investment gain/loss from pooled separate accounts	2015-12-31	$-35,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$233,098
Contract administrator fees	2015-12-31	$25,863
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GRAY, GRAY AND GRAY, LLP
Accountancy firm EIN	2015-12-31	042088368

Form 5500 Responses for HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN

2017: HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HOSPITALITY AND ENTERTAINMENT RETIREMENT BENEFITS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932127

Policy instance

Insurance contract or identification number	932127
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $181
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $126
Insurance broker organization code?	3
Insurance broker name	FRANCIS RIZZO

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932127

Policy instance

Insurance contract or identification number	932127
Number of Individuals Covered	276
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $166
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $155
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES INSURANCE AG

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Company Name:	BAR MANAGEMENT GROUP, LLC
Employer identification number (EIN):	452194753
NAIC Classification:	561110
NAIC Description:	Office Administrative Services