Turnberry Hospitality Retirement Savings Plan — Form 5500 plan (Turnberry Hospitality Management)
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, Turnberry Hospitality Retirement Savings Plan is a benefit plan reported by Turnberry Hospitality Management under EIN 52-2265252 and plan number 001. The latest loaded filing year is 2023. The filing reports 564 participants and $8,980,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Turnberry Hospitality Management
- EIN
- 52-2265252
- Plan number
- 001
- Plan type
- 2
- Location
- Aventura, FL
- Latest filing year
- 2023
- Participants
- 564
- End-of-year plan assets
- $8,980,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 564 | H, C | 20240925080600NAL0014361057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,980,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,980,289
- Net assets (BOY)
- $5,688,738
Income & contributions
- Employer contributions
- $747,260
- Participant contributions
- $1,315,063
- Total contributions
- $2,401,064
- Total income / additions
- $3,619,947
Expenses & distributions
- Benefits paid
- $300,782
- Administrative expenses
- $25,770
- Total expenses
- $328,396
- Net increase / (decrease)
- $3,291,551
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | CONSULTANT | $15,266 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $5,265 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,239 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Turnberry Hospitality Management
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Aventura, FL
- Capfinancial Partners, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation