2023 Form 5500 filing — The Cypress 401(K) Retirement 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 20241014154332NAL0054264626001) for The Cypress 401(K) Retirement Savings Plan, reported by The Cypress Club, Inc. under EIN 57-0951170 and plan number 001. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.5MReported net assets$3,523,585
Participants284
Provider compensation$34.9K2 Schedule C row(s)$34,883
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014154332NAL0054264626001
Plan sponsor
The Cypress Club, Inc.
EIN
57-0951170
Plan number
001
Location
Hilton Head, SC
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities
Money in vs. money out
Total income / additions$888.4K
Total expenses$292.6K
Benefits paid / distributions$269.5K
Contributions
Employer$111.6K
Participant$312.8K
Full reported line items
Total assets (EOY)
$3,523,585
Net assets (EOY)
$3,523,585
Employer contributions
$111,580
Participant contributions
$312,790
Total income / additions
$888,448
Benefits paid
$269,519
Administrative expenses
$23,072
Total expenses
$292,591
Net increase / (decrease)
$595,857

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMI NISTRATOR$23,072$0
Cambridge Investment Research Inc.INVESTMENT ADVISORY$0$11,811

Related Form 5500 pages