Boca West Country Club 401(K) Retirement Plan — Form 5500 plan (Boca West Country 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, Boca West Country Club 401(K) Retirement Plan is a benefit plan reported by Boca West Country Club, Inc. under EIN 59-2596122 and plan number 001. The latest loaded filing year is 2023. The filing reports 482 participants and $21,046,974 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$21MPlan net assets, end of year$21,046,974
Participants482Covered participants reported
Assets / participant$43.7KComputed: assets ÷ participants$43,666 (computed)
Provider compensation$47.6K1 Schedule C provider row(s)$47,573
- Plan sponsor
- Boca West Country Club, Inc.
- EIN
- 59-2596122
- Plan number
- 001
- Plan type
- 2
- Location
- Boca Raton, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 482 | H, C | 20241010084318NAL0011304659001 |
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)$21M total assets
Net assets$21MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $21,046,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,046,974
- Net assets (BOY)
- $18,127,754
Income & contributions
- Employer contributions
- $501,747
- Participant contributions
- $1,331,857
- Total contributions
- $1,865,624
- Total income / additions
- $4,816,654
Expenses & distributions
- Benefits paid
- $1,846,015
- Administrative expenses
- $51,419
- Total expenses
- $1,897,434
- Net increase / (decrease)
- $2,919,220
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.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $47,573 | $0 | 2023 |