2023 Form 5500 filing — Estero Country Club, Inc. 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 20241122100412NAL0003263778001) for Estero Country Club, Inc. 401(K) Plan, reported by Estero Country Club, Inc. under EIN 65-0139537 and plan number 001. It reports 58 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241122100412NAL0003263778001
Filing year
2023
Form type
2
Plan sponsor
Estero Country Club, Inc.
EIN
65-0139537
Plan number
001
Location
Estero, FL
Participants
58
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$829,023
Total liabilities (EOY)
$0
Net assets (EOY)
$829,023
Employer contributions
$23,994
Participant contributions
$38,851
Total income / additions
$187,248
Benefits paid
$37,172
Administrative expenses
$0
Total expenses
$37,172
Net increase / (decrease)
$150,076
Schedule source
Schedule I

Related Form 5500 pages