Club Med Sales And Management Employee Retirement Plan — Form 5500 plan (Club Med Sales, Inc.)

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, Club Med Sales And Management Employee Retirement Plan is a benefit plan reported by Club Med Sales, Inc. under EIN 13-3458703 and plan number 002. The latest loaded filing year is 2023. The filing reports 318 participants and $15,234,841 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.2MPlan net assets, end of year$15,234,841
Participants318Covered participants reported
Assets / participant$47.9KComputed: assets ÷ participants$47,908 (computed)
Provider compensation$3.6K2 Schedule C provider row(s)$3,560
Plan sponsor
Club Med Sales, Inc.
EIN
13-3458703
Plan number
002
Plan type
2
Location
Miami, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023318H, C20240924093131NAL0022581600001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$15.2M total assets
Net assets$15.2MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$803.3K
Benefits paid / distributions$727.9K
Contributions
Employer$304.4K
Participant$623.5K
Full reported line items

Net assets

Total assets (EOY)
$15,234,841
Total liabilities (EOY)
$0
Net assets (EOY)
$15,234,841
Net assets (BOY)
$13,074,611

Income & contributions

Employer contributions
$304,418
Participant contributions
$623,469
Total contributions
$933,464
Total income / additions
$2,963,540

Expenses & distributions

Benefits paid
$727,910
Administrative expenses
$75,400
Total expenses
$803,310
Net increase / (decrease)
$2,160,230
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilshire AssociatesINVESTMENT ADVISOR$2,758$02023
John Hancock Life Insurance Co U.S.RECORDKEEPER$802$02023

Related Form 5500 pages