2023 Form 5500 filing — Resort Group Savings 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 20241014075907NAL0012991619001) for Resort Group Savings Plan, reported by Resort Group, LLC under EIN 84-1420748 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014075907NAL0012991619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Resort Group, LLC
- EIN
- 84-1420748
- Plan number
- 001
- Location
- Steamboat Springs, CO
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,183,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,183,752
- Employer contributions
- $116,064
- Participant contributions
- $394,709
- Total income / additions
- $1,430,776
- Benefits paid
- $187,889
- Administrative expenses
- $47,351
- Total expenses
- $235,240
- Net increase / (decrease)
- $1,195,536
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins | RECORD KEEPER | $29,926 | $0 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $17,425 | $0 |