The Club At Admiral'S Cove 401(K) Plan — Form 5500 plan (The Club At Admirals Cove, 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 Club At Admiral'S Cove 401(K) Plan is a benefit plan reported by The Club At Admirals Cove, Inc. under EIN 65-0102679 and plan number 001. The latest loaded filing year is 2023. The filing reports 390 participants and $9,548,504 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Club At Admirals Cove, Inc.
EIN
65-0102679
Plan number
001
Plan type
2
Location
Jupiter, FL
Latest filing year
2023
Participants
390
End-of-year plan assets
$9,548,504

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023390H, C20241011132710NAL0037045984001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,548,504
Total liabilities (EOY)
$0
Net assets (EOY)
$9,548,504
Net assets (BOY)
$7,431,258

Income & contributions

Employer contributions
$503,862
Participant contributions
$1,395,659
Total contributions
$1,951,292
Total income / additions
$2,970,759

Expenses & distributions

Benefits paid
$737,051
Administrative expenses
$44,530
Total expenses
$853,513
Net increase / (decrease)
$2,117,246

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Portfolios Advisors IncINVESTMENT ADVISOR$23,221not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$21,309$02023

Related Form 5500 pages