The Everglades Club, Inc. 401(K) Plan — Form 5500 plan (The Everglades 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, The Everglades Club, Inc. 401(K) Plan is a benefit plan reported by The Everglades Club, Inc. under EIN 59-0198160 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $11,061,557 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Everglades Club, Inc.
- EIN
- 59-0198160
- Plan number
- 001
- Plan type
- 2
- Location
- Palm Beach, FL
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $11,061,557
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20241011141002NAL0012575763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,061,557
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,061,557
- Net assets (BOY)
- $9,209,588
Income & contributions
- Employer contributions
- $541,845
- Participant contributions
- $707,655
- Total contributions
- $1,249,500
- Total income / additions
- $2,814,447
Expenses & distributions
- Benefits paid
- $897,288
- Administrative expenses
- $65,190
- Total expenses
- $962,478
- Net increase / (decrease)
- $1,851,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $31,580 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $24,863 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,747 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Everglades Club, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Palm Beach, FL
- Empower Annuity Ins Co Of America — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation