2023 Form 5500 filing — The Beach Club 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 20241002130857NAL0004029715003) for The Beach Club 401(K) Plan, reported by The Beach Club under EIN 95-0533060 and plan number 002. It reports 106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002130857NAL0004029715003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Beach Club
- EIN
- 95-0533060
- Plan number
- 002
- Location
- Santa Monica, CA
- Participants
- 106
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,505,678
- Net assets (EOY)
- $6,505,678
- Employer contributions
- $265,747
- Participant contributions
- $215,157
- Total income / additions
- $1,230,461
- Benefits paid
- $240,586
- Administrative expenses
- $20,266
- Total expenses
- $269,061
- Net increase / (decrease)
- $961,400
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services, LLC | INVESTMENT ADVISORY | $13,124 | not reported in the loaded dataset |
| Transamerica Reitrement Solutions | RECORDKEEPER | $7,048 | $0 |