Academy At Ocean Reef 403(B) Tda Plan — Form 5500 plan (The Academy At Ocean Reef, 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, Academy At Ocean Reef 403(B) Tda Plan is a benefit plan reported by The Academy At Ocean Reef, Inc. under EIN 65-0146241 and plan number 002. The latest loaded filing year is 2023. The filing reports 28 participants and $508,482 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Academy At Ocean Reef, Inc.
- EIN
- 65-0146241
- Plan number
- 002
- Plan type
- 2
- Location
- Key Largo, FL
- Latest filing year
- 2023
- Participants
- 28
- End-of-year plan assets
- $508,482
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28 | I | 20240731141836NAL0022414097004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $508,482
- Net assets (EOY)
- $508,482
- Net assets (BOY)
- $558,523
Income & contributions
- Participant contributions
- $24,600
- Total income / additions
- $80,562
Expenses & distributions
- Benefits paid
- $130,603
- Total expenses
- $130,603
- Net increase / (decrease)
- -$50,041
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.