2023 Form 5500 filing — Camelback Resort 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 20241015124042NAL0016411203001) for Camelback Resort 401(K) Plan, reported by Cmbk Resort Operations, LLC under EIN 83-4414506 and plan number 001. It reports 918 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124042NAL0016411203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cmbk Resort Operations, LLC
- EIN
- 83-4414506
- Plan number
- 001
- Location
- Tannersville, PA
- Participants
- 918
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,289,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,289,457
- Employer contributions
- $165,500
- Participant contributions
- $863,738
- Total income / additions
- $1,893,454
- Benefits paid
- $889,310
- Administrative expenses
- $20,397
- Total expenses
- $909,707
- Net increase / (decrease)
- $983,747
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | RETAINED BY EMPLOYER | $14,056 | not reported in the loaded dataset |
| John Hancock Retirement Plan Srvcs | RETAINED BY EMPLOYER | $6,341 | $0 |
| United Planners Financial Services | RETAINED BY EMPLOYER | $0 | $0 |