How many benefit plans does The Academy At Ocean Reef, Inc. report on Form 5500?

The Academy At Ocean Reef, Inc. (EIN 65-0146241) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Academy At Ocean Reef, Inc.?

The Employer Identification Number (EIN) reported for The Academy At Ocean Reef, Inc. is 65-0146241.

What is the latest Form 5500 filing year for The Academy At Ocean Reef, Inc.?

The latest loaded Form 5500 filing year for The Academy At Ocean Reef, Inc. is 2023.

The Academy At Ocean Reef, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Academy At Ocean Reef, Inc. (EIN 65-0146241) is a plan sponsor located in Key Largo, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 65-0146241
Location: Key Largo, FL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $1,176,889
Total reported net assets (EOY): $1,176,889

Contributions & income

Employer contributions: $19,885
Participant contributions: $48,751
Total income / additions: $193,143

Expenses & distributions

Benefits paid / distributions: $158,982
Total expenses: $158,982
Net increase / (decrease): $34,161

Coverage

Total reported participants: 60
Plans with financial statements: 2
Plans with provider compensation: 0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Academy At Ocean Reef, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Academy At Ocean Reef Defined Contribution Retirement Plan	001	32	$668,407	2023
Academy At Ocean Reef 403(B) Tda Plan	002	28	$508,482	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Academy At Ocean Reef, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Academy At Ocean Reef Defined Contribution Retirement Plan	32	I	20240731141836NAL0022414097003
2023	Academy At Ocean Reef 403(B) Tda Plan	28	I	20240731141836NAL0022414097004