2023 Form 5500 filing — Camelback Resort 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 20241015124042NAL0016411203001) for Camelback Resort 401(K) Plan, reported by Cmbk Resort Operations, LLC under EIN 83-4414506 and plan number 001. It reports 918 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)$6.3MReported net assets$6,289,457
Participants918
Provider compensation$20.4K3 Schedule C row(s)$20,397
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015124042NAL0016411203001
- Plan sponsor
- Cmbk Resort Operations, LLC
- EIN
- 83-4414506
- Plan number
- 001
- Location
- Tannersville, PA
- 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)$6.3M total assets
Net assets$6.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,289,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,289,457
- Employer contributions
- $165,500
- Participant contributions
- $863,738
- Total income / additions
- $1,893,454
- Benefits paid
- $889,310
- Administrative expenses
- $20,397
- Total expenses
- $909,707
- Net increase / (decrease)
- $983,747
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | RETAINED BY EMPLOYER | $14,056 | not reported in the loaded dataset |
| John Hancock Retirement Plan Srvcs | RETAINED BY EMPLOYER | $6,341 | $0 |
| United Planners Financial Services | RETAINED BY EMPLOYER | $0 | $0 |