Palma Ceia Golf & Country Club 401(K) & Profit Sharing Plan — Form 5500 plan (Palma Ceia Golf & Country 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, Palma Ceia Golf & Country Club 401(K) & Profit Sharing Plan is a benefit plan reported by Palma Ceia Golf & Country Club, Inc. under EIN 59-0390297 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $4,044,075 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palma Ceia Golf & Country Club, Inc.
- EIN
- 59-0390297
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $4,044,075
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20241206153558NAL0003932387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,044,075
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,044,075
- Net assets (BOY)
- $3,859,369
Income & contributions
- Employer contributions
- $116,835
- Participant contributions
- $299,474
- Total contributions
- $420,325
- Total income / additions
- $1,051,583
Expenses & distributions
- Benefits paid
- $833,578
- Administrative expenses
- $32,300
- Total expenses
- $866,877
- Net increase / (decrease)
- $184,706
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $15,790 | not reported in the loaded dataset | 2023 |
| Bks Financial Investments LLC | NONE | $10,379 | not reported in the loaded dataset | 2023 |
| Assurance Dimensions | NONE | $5,000 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $1,131 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Palma Ceia Golf & Country Club, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Ameritas Life Insurance Corp — Schedule C compensation
- Bks Financial Investments LLC — Schedule C compensation
- Assurance Dimensions — Schedule C compensation
- Matrix Trust Company — Schedule C compensation