Camelback Resort 401(K) Plan — Form 5500 plan (Cmbk Resort Operations, 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, Camelback Resort 401(K) Plan is a benefit plan reported by Cmbk Resort Operations, LLC under EIN 83-4414506 and plan number 001. The latest loaded filing year is 2023. The filing reports 918 participants and $6,289,457 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cmbk Resort Operations, LLC
- EIN
- 83-4414506
- Plan number
- 001
- Plan type
- 2
- Location
- Tannersville, PA
- Latest filing year
- 2023
- Participants
- 918
- End-of-year plan assets
- $6,289,457
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 918 | H, C | 20241015124042NAL0016411203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,289,457
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,289,457
- Net assets (BOY)
- $5,305,710
Income & contributions
- Employer contributions
- $165,500
- Participant contributions
- $863,738
- Total contributions
- $1,038,673
- Total income / additions
- $1,893,454
Expenses & distributions
- Benefits paid
- $889,310
- Administrative expenses
- $20,397
- Total expenses
- $909,707
- Net increase / (decrease)
- $983,747
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | RETAINED BY EMPLOYER | $14,056 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Srvcs | RETAINED BY EMPLOYER | $6,341 | $0 | 2023 |
| United Planners Financial Services | RETAINED BY EMPLOYER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cmbk Resort Operations, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Tannersville, PA
- Burnham Gibson Wealth Advisors LLC — Schedule C compensation
- John Hancock Retirement Plan Srvcs — Schedule C compensation
- United Planners Financial Services — Schedule C compensation