2023 Form 5500 filing — Pebble Beach Company 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708192555NAL0012920177001) for Pebble Beach Company 401(K) Plan, reported by Pebble Beach Company under EIN 77-0303209 and plan number 003. It reports 2,818 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708192555NAL0012920177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pebble Beach Company
- EIN
- 77-0303209
- Plan number
- 003
- Location
- Pebble Beach, CA
- Participants
- 2,818
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,012,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,012,229
- Employer contributions
- $3,492,998
- Participant contributions
- $6,670,428
- Total income / additions
- $30,293,869
- Benefits paid
- $10,186,697
- Administrative expenses
- $41,644
- Total expenses
- $10,237,733
- Net increase / (decrease)
- $20,056,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $25,754 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $15,913 | $0 |