2023 Form 5500 filing — Ocean Reef Community Association, 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 20241014093702NAL0014711459001) for Ocean Reef Community Association, Inc. 401(K) Plan, reported by Ocean Reef Community Association, Inc. under EIN 59-1747816 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014093702NAL0014711459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ocean Reef Community Association, Inc.
- EIN
- 59-1747816
- Plan number
- 001
- Location
- Key Largo, FL
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,039,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,039,197
- Employer contributions
- $496,294
- Participant contributions
- $749,811
- Total income / additions
- $3,412,118
- Benefits paid
- $2,210,588
- Administrative expenses
- $79,145
- Total expenses
- $2,349,519
- Net increase / (decrease)
- $1,062,599
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $24,444 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $16,828 | $0 |
| The Benefit Practice | TPA | $4,750 | $0 |