International Bay Clubs, LLC Savings And Retirement Plan — Form 5500 plan (International Bay Clubs, LLC)

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, International Bay Clubs, LLC Savings And Retirement Plan is a benefit plan reported by International Bay Clubs, LLC under EIN 45-5490409 and plan number 002. The latest loaded filing year is 2023. The filing reports 499 participants and $15,181,470 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
International Bay Clubs, LLC
EIN
45-5490409
Plan number
002
Plan type
2
Location
Newport Beach, CA
Latest filing year
2023
Participants
499
End-of-year plan assets
$15,181,470

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023499H, C20241015114556NAL0029444545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,181,470
Total liabilities (EOY)
$0
Net assets (EOY)
$15,181,470
Net assets (BOY)
$14,048,541

Income & contributions

Employer contributions
$518,048
Participant contributions
$1,368,146
Total contributions
$1,891,157
Total income / additions
$4,051,978

Expenses & distributions

Benefits paid
$2,842,949
Administrative expenses
$65,010
Total expenses
$2,919,049
Net increase / (decrease)
$1,132,929

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burnham Gibson Wealth Advisors LLCINVESTMENT ADVISOR$41,725not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$23,285$02023

Related Form 5500 pages