2023 Form 5500 filing — International Bay Clubs, LLC Savings And Retirement 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 20241015114556NAL0029444545001) for International Bay Clubs, LLC Savings And Retirement Plan, reported by International Bay Clubs, LLC under EIN 45-5490409 and plan number 002. It reports 499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.2MReported net assets$15,181,470
Participants499
Provider compensation$65K2 Schedule C row(s)$65,010
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015114556NAL0029444545001
- Plan sponsor
- International Bay Clubs, LLC
- EIN
- 45-5490409
- Plan number
- 002
- Location
- Newport Beach, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.2M total assets
Net assets$15.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,181,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,181,470
- Employer contributions
- $518,048
- Participant contributions
- $1,368,146
- Total income / additions
- $4,051,978
- Benefits paid
- $2,842,949
- Administrative expenses
- $65,010
- Total expenses
- $2,919,049
- Net increase / (decrease)
- $1,132,929
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | INVESTMENT ADVISOR | $41,725 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,285 | $0 |