2023 Form 5500 filing — Palma Ceia Golf & Country Club 401(K) & Profit Sharing 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 20241206153558NAL0003932387001) for Palma Ceia Golf & Country Club 401(K) & Profit Sharing Plan, reported by Palma Ceia Golf & Country Club, Inc. under EIN 59-0390297 and plan number 001. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241206153558NAL0003932387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palma Ceia Golf & Country Club, Inc.
- EIN
- 59-0390297
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,044,075
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,044,075
- Employer contributions
- $116,835
- Participant contributions
- $299,474
- Total income / additions
- $1,051,583
- Benefits paid
- $833,578
- Administrative expenses
- $32,300
- Total expenses
- $866,877
- Net increase / (decrease)
- $184,706
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $15,790 | not reported in the loaded dataset |
| Bks Financial Investments LLC | NONE | $10,379 | not reported in the loaded dataset |
| Assurance Dimensions | NONE | $5,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $1,131 | $0 |