2023 Form 5500 filing — Quail Creek Country Club, Inc. 401(K) Profit Sharing Plan & Trust
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 20241029154037NAL0002871987001) for Quail Creek Country Club, Inc. 401(K) Profit Sharing Plan & Trust, reported by Quail Creek Country Club, Inc. under EIN 59-2144636 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241029154037NAL0002871987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quail Creek Country Club, Inc.
- EIN
- 59-2144636
- Plan number
- 001
- Location
- Naples, FL
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,691,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,691,471
- Employer contributions
- $89,236
- Participant contributions
- $379,521
- Total income / additions
- $1,030,434
- Benefits paid
- $1,179,175
- Administrative expenses
- $22,304
- Total expenses
- $1,231,727
- Net increase / (decrease)
- -$201,293
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $14,144 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $4,587 | not reported in the loaded dataset |
| Progressive Pension Admin., Inc. | CONTRACT ADMIN | $480 | $4,005 |
| Naples Asset Management Co LLC | INVESTMENT ADVISOR | $4,176 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,435 | not reported in the loaded dataset |