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, Ocean Reef Club Employee Savings And Retirement Plan is a benefit plan reported by Ocean Reef Club, Inc. under EIN 65-0371142 and plan number 001. The latest loaded filing year is 2023. The filing reports 976 participants and $32,589,712 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,589,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,589,712
- Net assets (BOY)
- $28,047,512
Income & contributions
- Employer contributions
- $837,825
- Participant contributions
- $2,345,631
- Total contributions
- $3,200,227
- Total income / additions
- $7,992,254
Expenses & distributions
- Benefits paid
- $3,360,182
- Administrative expenses
- $85,601
- Total expenses
- $3,450,054
- Net increase / (decrease)
- $4,542,200