Bath & Tennis Club, Inc. 401(K) Plan — Form 5500 plan (Bath & Tennis 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, Bath & Tennis Club, Inc. 401(K) Plan is a benefit plan reported by Bath & Tennis Club, Inc. under EIN 59-0156870 and plan number 002. The latest loaded filing year is 2023. The filing reports 226 participants and $11,847,784 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bath & Tennis Club, Inc.
EIN
59-0156870
Plan number
002
Plan type
2
Location
Palm Beach, FL
Latest filing year
2023
Participants
226
End-of-year plan assets
$11,847,784

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023226H, C20241126092308NAL0005448161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,847,784
Total liabilities (EOY)
$0
Net assets (EOY)
$11,847,784
Net assets (BOY)
$10,432,860

Income & contributions

Employer contributions
$372,472
Participant contributions
$354,443
Total contributions
$726,915
Total income / additions
$2,283,386

Expenses & distributions

Benefits paid
$862,245
Administrative expenses
$6,217
Total expenses
$868,462
Net increase / (decrease)
$1,414,924

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.NONE$6,217$02023

Related Form 5500 pages