Academy At Ocean Reef Defined Contribution Retirement Plan — Form 5500 plan (The Academy At Ocean Reef, 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, Academy At Ocean Reef Defined Contribution Retirement Plan is a benefit plan reported by The Academy At Ocean Reef, Inc. under EIN 65-0146241 and plan number 001. The latest loaded filing year is 2023. The filing reports 32 participants and $668,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Academy At Ocean Reef, Inc.
- EIN
- 65-0146241
- Plan number
- 001
- Plan type
- 2
- Location
- Key Largo, FL
- Latest filing year
- 2023
- Participants
- 32
- End-of-year plan assets
- $668,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32 | I | 20240731141836NAL0022414097003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $668,407
- Net assets (EOY)
- $668,407
- Net assets (BOY)
- $584,205
Income & contributions
- Employer contributions
- $19,885
- Participant contributions
- $24,151
- Total income / additions
- $112,581
Expenses & distributions
- Benefits paid
- $28,379
- Total expenses
- $28,379
- Net increase / (decrease)
- $84,202
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.