Bonita Bay Club 401(K) Plan — Form 5500 plan (Bonita Bay Club, Inc.)
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, Bonita Bay Club 401(K) Plan is a benefit plan reported by Bonita Bay Club, Inc. under EIN 27-0155624 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $14,002,452 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bonita Bay Club, Inc.
- EIN
- 27-0155624
- Plan number
- 001
- Plan type
- 2
- Location
- Bonita Springs, FL
- Latest filing year
- 2023
- Participants
- 317
- End-of-year plan assets
- $14,002,452
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 317 | H, C | 20240905080724NAL0010245907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,002,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,002,452
- Net assets (BOY)
- $11,566,021
Income & contributions
- Employer contributions
- $386,886
- Participant contributions
- $915,994
- Total contributions
- $1,323,223
- Total income / additions
- $3,258,689
Expenses & distributions
- Benefits paid
- $750,825
- Administrative expenses
- $71,433
- Total expenses
- $822,258
- Net increase / (decrease)
- $2,436,431
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates | RIA | $40,679 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Co | RECORDKEEPER | $4,479 | $0 | 2023 |
| Kb Pension Services, Inc. | NONE | $1,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bonita Bay Club, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Bonita Springs, FL
- Raymond James & Associates — Schedule C compensation
- John Hancock Life Insurance Co — Schedule C compensation
- Kb Pension Services, Inc. — Schedule C compensation