Pebble Beach Company 401(K) Plan — Form 5500 plan (Pebble Beach Company)

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, Pebble Beach Company 401(K) Plan is a benefit plan reported by Pebble Beach Company under EIN 77-0303209 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,818 participants and $125,012,229 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pebble Beach Company
EIN
77-0303209
Plan number
003
Plan type
2
Location
Pebble Beach, CA
Latest filing year
2023
Participants
2,818
End-of-year plan assets
$125,012,229

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,818H, C20240708192555NAL0012920177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$125,012,229
Total liabilities (EOY)
$0
Net assets (EOY)
$125,012,229
Net assets (BOY)
$104,956,093

Income & contributions

Employer contributions
$3,492,998
Participant contributions
$6,670,428
Total contributions
$10,972,449
Total income / additions
$30,293,869

Expenses & distributions

Benefits paid
$10,186,697
Administrative expenses
$41,644
Total expenses
$10,237,733
Net increase / (decrease)
$20,056,136

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$25,754not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$15,913$02023

Related Form 5500 pages