Employee Benefit Plan Of The Acoaxet Club — Form 5500 plan (The Acoaxet Club)

Plain-English plan 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, Employee Benefit Plan Of The Acoaxet Club is a benefit plan reported by The Acoaxet Club under EIN 04-3308688 and plan number 001. The latest loaded filing year is 2023. The filing reports 17 participants and $606,767 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Acoaxet Club
EIN
04-3308688
Plan number
001
Plan type
2
Location
Westport, MA
Latest filing year
2023
Participants
17
End-of-year plan assets
$606,767

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202317I, C20241008121205NAL0008317603001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$606,767
Net assets (EOY)
$606,767
Net assets (BOY)
$537,540

Income & contributions

Employer contributions
$31,309
Participant contributions
$0
Total income / additions
$98,642

Expenses & distributions

Benefits paid
$29,198
Administrative expenses
$217
Total expenses
$29,415
Net increase / (decrease)
$69,227

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORDKEEPER$217$02023

Related Form 5500 pages