2023 Form 5500 filing — Bonita Bay Club 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 20240905080724NAL0010245907001) for Bonita Bay Club 401(K) Plan, reported by Bonita Bay Club, Inc. under EIN 27-0155624 and plan number 001. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905080724NAL0010245907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bonita Bay Club, Inc.
- EIN
- 27-0155624
- Plan number
- 001
- Location
- Bonita Springs, FL
- Participants
- 317
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,002,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,002,452
- Employer contributions
- $386,886
- Participant contributions
- $915,994
- Total income / additions
- $3,258,689
- Benefits paid
- $750,825
- Administrative expenses
- $71,433
- Total expenses
- $822,258
- Net increase / (decrease)
- $2,436,431
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates | RIA | $40,679 | not reported in the loaded dataset |
| John Hancock Life Insurance Co | RECORDKEEPER | $4,479 | $0 |
| Kb Pension Services, Inc. | NONE | $1,900 | not reported in the loaded dataset |