The Gasparilla Inn, Inc. 401k Plan — Form 5500 plan (The Gasparilla Inn, 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 Gasparilla Inn, Inc. 401k Plan is a benefit plan reported by The Gasparilla Inn, Inc. under EIN 59-0940303 and plan number 001. The latest loaded filing year is 2023. The filing reports 374 participants and $11,701,902 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Gasparilla Inn, Inc.
EIN
59-0940303
Plan number
001
Plan type
2
Location
Boca Grande, FL
Latest filing year
2023
Participants
374
End-of-year plan assets
$11,701,902

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023374H, C20250709130024NAL0008117184001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,701,902
Total liabilities (EOY)
$30
Net assets (EOY)
$11,701,872
Net assets (BOY)
$8,186,514

Income & contributions

Employer contributions
$760,639
Participant contributions
$1,181,193
Total contributions
$1,949,987
Total income / additions
$4,180,155

Expenses & distributions

Benefits paid
$597,747
Administrative expenses
$67,050
Total expenses
$664,797
Net increase / (decrease)
$3,515,358

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchRIA$28,305$02023
John Hancock Ins Co (Usa)RECORDKEEPER$3,490$4,7112023
Florida Retirement ConsultantsTPA$3,210not reported in the loaded dataset2023

Related Form 5500 pages