2023 Form 5500 filing — Callaway Gardens Resort, Inc. Retirement Savings And Investment 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 20241014160711NAL0013595491001) for Callaway Gardens Resort, Inc. Retirement Savings And Investment Plan, reported by Callaway Gardens Resort, Inc. under EIN 58-0708272 and plan number 003. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160711NAL0013595491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Callaway Gardens Resort, Inc.
- EIN
- 58-0708272
- Plan number
- 003
- Location
- Pine Mountain, GA
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $844,954
- Net assets (EOY)
- $844,954
- Participant contributions
- $30
- Total income / additions
- $151,041
- Benefits paid
- $1,374,620
- Administrative expenses
- $687
- Total expenses
- $1,411,167
- Net increase / (decrease)
- -$1,260,126
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Plan Administrators LLC | CONTRACT ADMI | $6,086 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MA R | $686 | not reported in the loaded dataset |
| Retirement Plan Administrators, LLC | BROKER/ADVISO R | not reported in the loaded dataset | not reported in the loaded dataset |