Resort Group Savings Plan — Form 5500 plan (Resort Group, LLC)

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, Resort Group Savings Plan is a benefit plan reported by Resort Group, LLC under EIN 84-1420748 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $6,183,752 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Resort Group, LLC
EIN
84-1420748
Plan number
001
Plan type
2
Location
Steamboat Springs, CO
Latest filing year
2023
Participants
185
End-of-year plan assets
$6,183,752

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20241014075907NAL0012991619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,183,752
Total liabilities (EOY)
$0
Net assets (EOY)
$6,183,752
Net assets (BOY)
$4,988,216

Income & contributions

Employer contributions
$116,064
Participant contributions
$394,709
Total contributions
$529,250
Total income / additions
$1,430,776

Expenses & distributions

Benefits paid
$187,889
Administrative expenses
$47,351
Total expenses
$235,240
Net increase / (decrease)
$1,195,536

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life InsRECORD KEEPER$29,926$02023
Admin. Group, LLC Dba Tag ResourcesRECORD KEEPER$17,425$02023

Related Form 5500 pages