2023 Form 5500 filing — Ocean Reef Club Employee Savings And Retirement 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 20241014104707NAL0013155491001) for Ocean Reef Club Employee Savings And Retirement Plan, reported by Ocean Reef Club, Inc. under EIN 65-0371142 and plan number 001. It reports 976 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104707NAL0013155491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ocean Reef Club, Inc.
- EIN
- 65-0371142
- Plan number
- 001
- Location
- Key Largo, FL
- Participants
- 976
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,589,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,589,712
- Employer contributions
- $837,825
- Participant contributions
- $2,345,631
- Total income / additions
- $7,992,254
- Benefits paid
- $3,360,182
- Administrative expenses
- $85,601
- Total expenses
- $3,450,054
- Net increase / (decrease)
- $4,542,200
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $45,601 | $0 |
| Case Pearlman Retirement Plan Advis | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |