Estero Country Club, Inc. 401(K) Plan — Form 5500 plan (Estero 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, Estero Country Club, Inc. 401(K) Plan is a benefit plan reported by Estero Country Club, Inc. under EIN 65-0139537 and plan number 001. The latest loaded filing year is 2023. The filing reports 58 participants and $829,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Estero Country Club, Inc.
- EIN
- 65-0139537
- Plan number
- 001
- Plan type
- 2
- Location
- Estero, FL
- Latest filing year
- 2023
- Participants
- 58
- End-of-year plan assets
- $829,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 58 | I | 20241122100412NAL0003263778001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $829,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $829,023
- Net assets (BOY)
- $678,947
Income & contributions
- Employer contributions
- $23,994
- Participant contributions
- $38,851
- Total income / additions
- $187,248
Expenses & distributions
- Benefits paid
- $37,172
- Administrative expenses
- $0
- Total expenses
- $37,172
- Net increase / (decrease)
- $150,076
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.