2023 Form 5500 filing — Club 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 20241028093836NAL0001994115001) for Club Retirement Plan, reported by The Club Management Association Of America under EIN 53-0235732 and plan number 003. It reports 6,975 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028093836NAL0001994115001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Club Management Association Of America
- EIN
- 53-0235732
- Plan number
- 003
- Location
- Alexandria, VA
- Participants
- 6,975
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $220,715,727
- Total liabilities (EOY)
- $269,712
- Net assets (EOY)
- $220,446,015
- Employer contributions
- $6,154,013
- Participant contributions
- $13,480,610
- Total income / additions
- $47,548,809
- Benefits paid
- $18,994,713
- Administrative expenses
- $1,322,964
- Total expenses
- $20,404,115
- Net increase / (decrease)
- $27,144,694
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $421,548 | $0 |
| Everhart Financial Group Inc. | INVESTMENT ADVISORS | $362,093 | not reported in the loaded dataset |
| Empower Retirement Advisory Service | INVESTMENT MANAGMENT | $317,240 | not reported in the loaded dataset |
| Dcs Retirement Group | TPA ADMIN | $150,584 | $0 |
| Hancock Askew & Co. Llp | AUDITOR | $22,500 | not reported in the loaded dataset |
| Hobart Private Capital LLC | INVESTMENT ADVISOR | $13,969 | not reported in the loaded dataset |
| Lpl Financial, LLC | FINANCIAL ADVISOR | $12,941 | not reported in the loaded dataset |
| Cap Financial Partners LLC | INVESTMENT ADVISOR | $9,664 | not reported in the loaded dataset |
| Case Pearlman Retirement Plan Advis | INVESTMENT ADVISOR | $2,429 | not reported in the loaded dataset |