Turnberry Associates 401(K) Profit Sharing Plan — Form 5500 plan (Turnberry Hospitality Management)
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, Turnberry Associates 401(K) Profit Sharing Plan is a benefit plan reported by Turnberry Hospitality Management under EIN 25-1224466 and plan number 002. The latest loaded filing year is 2023. The filing reports 458 participants and $19,278,553 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Turnberry Hospitality Management
- EIN
- 25-1224466
- Plan number
- 002
- Plan type
- 2
- Location
- Aventura, FL
- Latest filing year
- 2023
- Participants
- 458
- End-of-year plan assets
- $19,278,553
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 458 | H, C | 20240925080335NAL0014360577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,278,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,278,553
- Net assets (BOY)
- $16,116,707
Income & contributions
- Employer contributions
- $647,759
- Participant contributions
- $1,050,841
- Total contributions
- $1,789,990
- Total income / additions
- $4,922,284
Expenses & distributions
- Benefits paid
- $1,712,530
- Administrative expenses
- $47,908
- Total expenses
- $1,760,438
- Net increase / (decrease)
- $3,161,846
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | BROKER | $38,619 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $14,463 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$5,174 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Turnberry Hospitality Management
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Aventura, FL
- Capfinancial Partners, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation