Plan5500

Plantation Bay Country Club 401(K) Savings Plan — Form 5500 plan (Plantation Bay Country Club, LLC)

Plain-English plan 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, Plantation Bay Country Club 401(K) Savings Plan is a benefit plan reported by Plantation Bay Country Club, LLC under EIN 01-0570714 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $368,710 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plantation Bay Country Club, LLC
EIN
01-0570714
Plan number
001
Plan type
2
Location
Daytona Beach, FL
Latest filing year
2023
Participants
162
End-of-year plan assets
$368,710

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20240709074624NAL0008519683001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$368,710
Total liabilities (EOY)
$0
Net assets (EOY)
$368,710
Net assets (BOY)
$119,130

Income & contributions

Employer contributions
$29,764
Participant contributions
$215,170
Total contributions
$244,934
Total income / additions
$280,963

Expenses & distributions

Benefits paid
$28,921
Administrative expenses
$2,462
Total expenses
$31,383
Net increase / (decrease)
$249,580

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement InsuranceRECORDKEEPER$2,282$02023
Mai Capital Management, LLCINVESTMENT ADVISOR$0$3972023
Morningstar Investment ManagementINVESTMENT ADVISOR$90not reported in the loaded dataset2023
Retirement Solutions SpecialistsTPA$0$872023
MorningstarSERVICE PROVIDER$0$372023
Principal SecuritiesSERVICE PROVIDER$0$212023

Related Form 5500 pages