Plan5500

Club Exploria, LLC 401(K) Plan — Form 5500 plan (Club Exploria, 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, Club Exploria, LLC 401(K) Plan is a benefit plan reported by Club Exploria, LLC under EIN 82-3331732 and plan number 001. The latest loaded filing year is 2023. The filing reports 642 participants and $17,839 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Club Exploria, LLC
EIN
82-3331732
Plan number
001
Plan type
2
Location
Clermont, FL
Latest filing year
2023
Participants
642
End-of-year plan assets
$17,839

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023642H, C20240111090112NAL0015535552001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,839
Total liabilities (EOY)
$17,839
Net assets (EOY)
$0
Net assets (BOY)
$5,088,512

Income & contributions

Participant contributions
$293,378
Total contributions
$293,378
Total income / additions
$815,459

Expenses & distributions

Benefits paid
$120,337
Administrative expenses
$22,287
Total expenses
$151,802
Net increase / (decrease)
$663,657

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Investments, LLCINVESTMENT ADVISOR$24,426not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORD KEEPER$4,224$02023

Related Form 5500 pages