2023 Form 5500 filing — Pebble Beach Company 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708192555NAL0012920177001) for Pebble Beach Company 401(K) Plan, reported by Pebble Beach Company under EIN 77-0303209 and plan number 003. It reports 2,818 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$125MReported net assets$125,012,229
Participants2.8K2,818
Provider compensation$41.7K2 Schedule C row(s)$41,667
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240708192555NAL0012920177001
- Plan sponsor
- Pebble Beach Company
- EIN
- 77-0303209
- Plan number
- 003
- Location
- Pebble Beach, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$125M total assets
Net assets$125MLiabilities$0
Full reported line items
- Total assets (EOY)
- $125,012,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,012,229
- Employer contributions
- $3,492,998
- Participant contributions
- $6,670,428
- Total income / additions
- $30,293,869
- Benefits paid
- $10,186,697
- Administrative expenses
- $41,644
- Total expenses
- $10,237,733
- Net increase / (decrease)
- $20,056,136
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $25,754 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $15,913 | $0 |