The Santa Lucia Preserve Co. 401(K) Plan — Form 5500 plan (The Santa Lucia Preserve Co.)
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, The Santa Lucia Preserve Co. 401(K) Plan is a benefit plan reported by The Santa Lucia Preserve Co. under EIN 26-1261408 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $7,833,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Santa Lucia Preserve Co.
- EIN
- 26-1261408
- Plan number
- 001
- Plan type
- 2
- Location
- Carmel, CA
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $7,833,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241015144910NAL0048478048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,833,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,833,338
- Net assets (BOY)
- $7,775,579
Income & contributions
- Employer contributions
- $314,514
- Participant contributions
- $544,268
- Total contributions
- $858,782
- Total income / additions
- $1,806,562
Expenses & distributions
- Benefits paid
- $1,715,531
- Administrative expenses
- $25,425
- Total expenses
- $1,748,803
- Net increase / (decrease)
- $57,759
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,939 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,476 | $0 | 2023 |
| Gwfs Equities Inc | OTHER | $10 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER INVESTMENT FEES | $0 | $0 | 2023 |