2023 Form 5500 filing — The Club At Admiral'S Cove 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 20241011132710NAL0037045984001) for The Club At Admiral'S Cove 401(K) Plan, reported by The Club At Admirals Cove, Inc. under EIN 65-0102679 and plan number 001. It reports 390 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011132710NAL0037045984001
Filing year
2023
Form type
2
Plan sponsor
The Club At Admirals Cove, Inc.
EIN
65-0102679
Plan number
001
Location
Jupiter, FL
Participants
390
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,548,504
Total liabilities (EOY)
$0
Net assets (EOY)
$9,548,504
Employer contributions
$503,862
Participant contributions
$1,395,659
Total income / additions
$2,970,759
Benefits paid
$737,051
Administrative expenses
$44,530
Total expenses
$853,513
Net increase / (decrease)
$2,117,246
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American Portfolios Advisors IncINVESTMENT ADVISOR$23,221not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$21,309$0

Related Form 5500 pages