2023 Form 5500 filing — Jc Resorts LLC 401(K) Benefit 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 20241015110034NAL0014446867001) for Jc Resorts LLC 401(K) Benefit Plan, reported by Jc Resorts LLC under EIN 52-2205482 and plan number 002. It reports 1,320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110034NAL0014446867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jc Resorts LLC
- EIN
- 52-2205482
- Plan number
- 002
- Location
- La Jolla, CA
- Participants
- 1,320
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,058,943
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,058,943
- Employer contributions
- $399,617
- Participant contributions
- $2,872,369
- Total income / additions
- $7,837,349
- Benefits paid
- $1,787,561
- Administrative expenses
- $123,963
- Total expenses
- $1,911,543
- Net increase / (decrease)
- $5,925,806
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $76,511 | $0 |
| Raymond James Financial Services | ADVISOR | $22,229 | not reported in the loaded dataset |
| Concurrent Investment Advisors LLC | ADVISOR | $13,798 | not reported in the loaded dataset |
| Ling & Bouman, Llp | ACCOUNTANT/AUDITOR | $11,500 | not reported in the loaded dataset |