Quail Creek Country Club, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Quail Creek 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, Quail Creek Country Club, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Quail Creek Country Club, Inc. under EIN 59-2144636 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $3,691,471 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Quail Creek Country Club, Inc.
- EIN
- 59-2144636
- Plan number
- 001
- Plan type
- 2
- Location
- Naples, FL
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $3,691,471
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20241029154037NAL0002871987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,691,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,691,471
- Net assets (BOY)
- $3,892,764
Income & contributions
- Employer contributions
- $89,236
- Participant contributions
- $379,521
- Total contributions
- $468,757
- Total income / additions
- $1,030,434
Expenses & distributions
- Benefits paid
- $1,179,175
- Administrative expenses
- $22,304
- Total expenses
- $1,231,727
- Net increase / (decrease)
- -$201,293
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $14,144 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $4,587 | not reported in the loaded dataset | 2023 |
| Progressive Pension Admin., Inc. | CONTRACT ADMIN | $480 | $4,005 | 2023 |
| Naples Asset Management Co LLC | INVESTMENT ADVISOR | $4,176 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,435 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Quail Creek Country Club, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Naples, FL
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Progressive Pension Admin., Inc. — Schedule C compensation
- Naples Asset Management Co LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation