The Cypress 401(K) Retirement Savings Plan — Form 5500 plan (The Cypress Club, 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, The Cypress 401(K) Retirement Savings Plan is a benefit plan reported by The Cypress Club, Inc. under EIN 57-0951170 and plan number 001. The latest loaded filing year is 2023. The filing reports 284 participants and $3,523,585 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.5MPlan net assets, end of year$3,523,585
Participants284Covered participants reported
Assets / participant$12.4KComputed: assets ÷ participants$12,407 (computed)
Provider compensation$34.9K2 Schedule C provider row(s)$34,883
Plan sponsor
The Cypress Club, Inc.
EIN
57-0951170
Plan number
001
Plan type
2
Location
Hilton Head, SC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023284H, C20241014154332NAL0054264626001
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)$3.5M total assets
Net assets$3.5MLiabilities
Money in vs. money out
Total income / additions$888.4K
Total expenses$292.6K
Benefits paid / distributions$269.5K
Contributions
Employer$111.6K
Participant$312.8K
Full reported line items

Net assets

Total assets (EOY)
$3,523,585
Net assets (EOY)
$3,523,585
Net assets (BOY)
$2,927,728

Income & contributions

Employer contributions
$111,580
Participant contributions
$312,790
Total contributions
$442,142
Total income / additions
$888,448

Expenses & distributions

Benefits paid
$269,519
Administrative expenses
$23,072
Total expenses
$292,591
Net increase / (decrease)
$595,857
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 26%Participant 74%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMI NISTRATOR$23,072$02023
Cambridge Investment Research Inc.INVESTMENT ADVISORY$0$11,8112023

Related Form 5500 pages