2023 Form 5500 filing — International Bay Clubs, LLC 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 20241015114556NAL0029444545001) for International Bay Clubs, LLC Savings And Retirement Plan, reported by International Bay Clubs, LLC under EIN 45-5490409 and plan number 002. It reports 499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114556NAL0029444545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- International Bay Clubs, LLC
- EIN
- 45-5490409
- Plan number
- 002
- Location
- Newport Beach, CA
- Participants
- 499
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,181,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,181,470
- Employer contributions
- $518,048
- Participant contributions
- $1,368,146
- Total income / additions
- $4,051,978
- Benefits paid
- $2,842,949
- Administrative expenses
- $65,010
- Total expenses
- $2,919,049
- Net increase / (decrease)
- $1,132,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | INVESTMENT ADVISOR | $41,725 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,285 | $0 |