Gold Coast Eagle Distributing Employees Savings Plan — Form 5500 plan (Gold Coast Eagle Distributing, Llp)
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, Gold Coast Eagle Distributing Employees Savings Plan is a benefit plan reported by Gold Coast Eagle Distributing, Llp under EIN 65-0710195 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $6,454,836 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gold Coast Eagle Distributing, Llp
- EIN
- 65-0710195
- Plan number
- 001
- Plan type
- 2
- Location
- Lakewood Ranch, FL
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $6,454,836
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20241025133516NAL0000227105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,454,836
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,454,836
- Net assets (BOY)
- $5,690,184
Income & contributions
- Employer contributions
- $356,194
- Participant contributions
- $260,139
- Total contributions
- $616,333
- Total income / additions
- $1,347,861
Expenses & distributions
- Benefits paid
- $579,355
- Administrative expenses
- $3,854
- Total expenses
- $583,209
- Net increase / (decrease)
- $764,652
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kb Pension Services Inc | TPA | $2,340 | $2,920 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $900 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $674 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gold Coast Eagle Distributing, Llp
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Lakewood Ranch, FL
- Kb Pension Services Inc — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation