The Beach Club 401(K) Plan — Form 5500 plan (The Beach Club)
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 Beach Club 401(K) Plan is a benefit plan reported by The Beach Club under EIN 95-0533060 and plan number 002. The latest loaded filing year is 2023. The filing reports 106 participants and $6,505,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Beach Club
- EIN
- 95-0533060
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Monica, CA
- Latest filing year
- 2023
- Participants
- 106
- End-of-year plan assets
- $6,505,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 106 | H, C | 20241002130857NAL0004029715003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,505,678
- Net assets (EOY)
- $6,505,678
- Net assets (BOY)
- $5,544,278
Income & contributions
- Employer contributions
- $265,747
- Participant contributions
- $215,157
- Total contributions
- $480,904
- Total income / additions
- $1,230,461
Expenses & distributions
- Benefits paid
- $240,586
- Administrative expenses
- $20,266
- Total expenses
- $269,061
- Net increase / (decrease)
- $961,400
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services, LLC | INVESTMENT ADVISORY | $13,124 | not reported in the loaded dataset | 2023 |
| Transamerica Reitrement Solutions | RECORDKEEPER | $7,048 | $0 | 2023 |