Harbour Ridge 401(K) Plan — Form 5500 plan (Harbour Ridge Yacht And 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, Harbour Ridge 401(K) Plan is a benefit plan reported by Harbour Ridge Yacht And Country Club, Inc. under EIN 65-0129568 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $9,206,218 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harbour Ridge Yacht And Country Club, Inc.
EIN
65-0129568
Plan number
001
Plan type
2
Location
Palm City, FL
Latest filing year
2023
Participants
211
End-of-year plan assets
$9,206,218

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023211H, C20241015103251NAL0029261537001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,206,218
Total liabilities (EOY)
$24,998
Net assets (EOY)
$9,181,220
Net assets (BOY)
$8,082,215

Income & contributions

Employer contributions
$158,685
Participant contributions
$439,578
Total contributions
$612,820
Total income / additions
$1,821,541

Expenses & distributions

Benefits paid
$657,655
Administrative expenses
$20,757
Total expenses
$722,536
Net increase / (decrease)
$1,099,005

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$20,757$02023

Related Form 5500 pages