Ocean Reef Community Association, Inc. 401(K) Plan — Form 5500 plan (Ocean Reef Community Association, 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, Ocean Reef Community Association, Inc. 401(K) Plan is a benefit plan reported by Ocean Reef Community Association, Inc. under EIN 59-1747816 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $12,039,197 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ocean Reef Community Association, Inc.
- EIN
- 59-1747816
- Plan number
- 001
- Plan type
- 2
- Location
- Key Largo, FL
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $12,039,197
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20241014093702NAL0014711459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,039,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,039,197
- Net assets (BOY)
- $10,976,598
Income & contributions
- Employer contributions
- $496,294
- Participant contributions
- $749,811
- Total contributions
- $1,281,743
- Total income / additions
- $3,412,118
Expenses & distributions
- Benefits paid
- $2,210,588
- Administrative expenses
- $79,145
- Total expenses
- $2,349,519
- Net increase / (decrease)
- $1,062,599
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $24,444 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $16,828 | $0 | 2023 |
| The Benefit Practice | TPA | $4,750 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ocean Reef Community Association, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Key Largo, FL
- Ubs Financial Services Inc — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- The Benefit Practice — Schedule C compensation