Dorado Beach Golf Management Retirement Plan — Form 5500 plan (Dorado Beach Golf Management, LLC)
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, Dorado Beach Golf Management Retirement Plan is a benefit plan reported by Dorado Beach Golf Management, LLC under EIN 66-0782153 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $2,354,236 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dorado Beach Golf Management, LLC
- EIN
- 66-0782153
- Plan number
- 001
- Plan type
- 2
- Location
- Dorado, PR
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $2,354,236
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20240912161313NAL0015110096001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,354,236
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,354,236
- Net assets (BOY)
- $1,706,929
Income & contributions
- Employer contributions
- $73,797
- Participant contributions
- $387,290
- Total contributions
- $461,087
- Total income / additions
- $715,150
Expenses & distributions
- Benefits paid
- $67,565
- Administrative expenses
- $278
- Total expenses
- $67,843
- Net increase / (decrease)
- $647,307
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Administrators Group, Inc | CONTRACT ADM | $8,377 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $981 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dorado Beach Golf Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Dorado, PR
- Pension Administrators Group, Inc — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation