2023 Form 5500 filing — The Everglades Club, Inc. 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 20241011141002NAL0012575763001) for The Everglades Club, Inc. 401(K) Plan, reported by The Everglades Club, Inc. under EIN 59-0198160 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011141002NAL0012575763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Everglades Club, Inc.
- EIN
- 59-0198160
- Plan number
- 001
- Location
- Palm Beach, FL
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,061,557
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,061,557
- Employer contributions
- $541,845
- Participant contributions
- $707,655
- Total income / additions
- $2,814,447
- Benefits paid
- $897,288
- Administrative expenses
- $65,190
- Total expenses
- $962,478
- Net increase / (decrease)
- $1,851,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $31,580 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $24,863 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,747 | not reported in the loaded dataset |