Plan5500

Boca West Country Club 401(K) Retirement Plan — Form 5500 plan (Boca West 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, Boca West Country Club 401(K) Retirement Plan is a benefit plan reported by Boca West Country Club, Inc. under EIN 59-2596122 and plan number 001. The latest loaded filing year is 2023. The filing reports 482 participants and $21,046,974 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21MPlan net assets, end of year$21,046,974
Participants482Covered participants reported
Assets / participant$43.7KComputed: assets ÷ participants$43,666 (computed)
Provider compensation$47.6K1 Schedule C provider row(s)$47,573
Plan sponsor
Boca West Country Club, Inc.
EIN
59-2596122
Plan number
001
Plan type
2
Location
Boca Raton, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    482 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$21M total assets
Net assets$21MLiabilities$0
Money in vs. money out
Total income / additions$4.8M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$501.7K
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$21,046,974
Total liabilities (EOY)
$0
Net assets (EOY)
$21,046,974
Net assets (BOY)
$18,127,754

Income & contributions

Employer contributions
$501,747
Participant contributions
$1,331,857
Total contributions
$1,865,624
Total income / additions
$4,816,654

Expenses & distributions

Benefits paid
$1,846,015
Administrative expenses
$51,419
Total expenses
$1,897,434
Net increase / (decrease)
$2,919,220
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Vanguard Group, Inc.$47.6K
    NONE · Direct $47.6K · Indirect $0

Related Form 5500 pages