2023 Form 5500 filing — Academy At Ocean Reef 403(B) Tda 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 20240731141836NAL0022414097004) for Academy At Ocean Reef 403(B) Tda Plan, reported by The Academy At Ocean Reef, Inc. under EIN 65-0146241 and plan number 002. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240731141836NAL0022414097004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Academy At Ocean Reef, Inc.
- EIN
- 65-0146241
- Plan number
- 002
- Location
- Key Largo, FL
- Participants
- 28
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $508,482
- Net assets (EOY)
- $508,482
- Participant contributions
- $24,600
- Total income / additions
- $80,562
- Benefits paid
- $130,603
- Total expenses
- $130,603
- Net increase / (decrease)
- -$50,041
- Schedule source
- Schedule I