Jc Resorts LLC 401(K) Benefit Plan — Form 5500 plan (Jc Resorts 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, Jc Resorts LLC 401(K) Benefit Plan is a benefit plan reported by Jc Resorts LLC under EIN 52-2205482 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,320 participants and $28,058,943 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jc Resorts LLC
- EIN
- 52-2205482
- Plan number
- 002
- Plan type
- 2
- Location
- La Jolla, CA
- Latest filing year
- 2023
- Participants
- 1,320
- End-of-year plan assets
- $28,058,943
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,320 | H, C | 20241015110034NAL0014446867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,058,943
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,058,943
- Net assets (BOY)
- $22,133,137
Income & contributions
- Employer contributions
- $399,617
- Participant contributions
- $2,872,369
- Total contributions
- $3,684,633
- Total income / additions
- $7,837,349
Expenses & distributions
- Benefits paid
- $1,787,561
- Administrative expenses
- $123,963
- Total expenses
- $1,911,543
- Net increase / (decrease)
- $5,925,806
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $76,511 | $0 | 2023 |
| Raymond James Financial Services | ADVISOR | $22,229 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors LLC | ADVISOR | $13,798 | not reported in the loaded dataset | 2023 |
| Ling & Bouman, Llp | ACCOUNTANT/AUDITOR | $11,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jc Resorts LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in La Jolla, CA
- Fidelity Investments Institutional — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Concurrent Investment Advisors LLC — Schedule C compensation
- Ling & Bouman, Llp — Schedule C compensation