2023 Form 5500 filing — Plantation Bay Country Club 401(K) Savings 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 20240709074624NAL0008519683001) for Plantation Bay Country Club 401(K) Savings Plan, reported by Plantation Bay Country Club, LLC under EIN 01-0570714 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709074624NAL0008519683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Plantation Bay Country Club, LLC
- EIN
- 01-0570714
- Plan number
- 001
- Location
- Daytona Beach, FL
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $368,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $368,710
- Employer contributions
- $29,764
- Participant contributions
- $215,170
- Total income / additions
- $280,963
- Benefits paid
- $28,921
- Administrative expenses
- $2,462
- Total expenses
- $31,383
- Net increase / (decrease)
- $249,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance | RECORDKEEPER | $2,282 | $0 |
| Mai Capital Management, LLC | INVESTMENT ADVISOR | $0 | $397 |
| Morningstar Investment Management | INVESTMENT ADVISOR | $90 | not reported in the loaded dataset |
| Retirement Solutions Specialists | TPA | $0 | $87 |
| Morningstar | SERVICE PROVIDER | $0 | $37 |
| Principal Securities | SERVICE PROVIDER | $0 | $21 |