Plan5500

Callaway Gardens Resort, Inc. Retirement Savings And Investment Plan — Form 5500 plan (Callaway Gardens Resort, 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, Callaway Gardens Resort, Inc. Retirement Savings And Investment Plan is a benefit plan reported by Callaway Gardens Resort, Inc. under EIN 58-0708272 and plan number 003. The latest loaded filing year is 2023. The filing reports 149 participants and $844,954 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Callaway Gardens Resort, Inc.
EIN
58-0708272
Plan number
003
Plan type
2
Location
Pine Mountain, GA
Latest filing year
2023
Participants
149
End-of-year plan assets
$844,954

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20241014160711NAL0013595491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$844,954
Net assets (EOY)
$844,954
Net assets (BOY)
$2,105,080

Income & contributions

Participant contributions
$30
Total contributions
$30
Total income / additions
$151,041

Expenses & distributions

Benefits paid
$1,374,620
Administrative expenses
$687
Total expenses
$1,411,167
Net increase / (decrease)
-$1,260,126

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Plan Administrators LLCCONTRACT ADMI$6,086not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$1,500not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MA R$686not reported in the loaded dataset2023
Retirement Plan Administrators, LLCBROKER/ADVISO Rnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages