· 2022–2024 · DOL EFAST2

THE CLUB AT PELICAN BAY, INC. — THE CLUB AT PELICAN BAY INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250609144012NAL0024522224001

THE CLUB AT PELICAN BAY, INC.

Form 5500-SF

FILING_RECEIVED

THE CLUB AT PELICAN BAY INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

112

Accounts w/ balance

93

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

92

Total plan cost

n/a

Plan health

45

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CLUB AT PELICAN BAY, INC..

Plan sponsor

Name

THE CLUB AT PELICAN BAY, INC.

EIN

65-0221331

Address

707 GULF PARK DRIVE · NAPLES, FL · 341088202

Phone

(239) 597-7019

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Arts, Entertainment, Recreation plans

THE UNIVERSITY CLUB

THE UNIVERSITY CLUB 401(K) PROFIT SHARING PLAN

$9.7M · 57 participants

SANTA FE SKI COMPANY

SANTA FE SKI COMPANY 401(K) PROFIT SHARING PLAN

$9.7M · 35 participants

CLIFFS CLUB SERVICES, LLC

CLIFFS CLUB SERVICES 401(K) PLAN

$9.8M · 415 participants

BALTUSROL GOLF CLUB

BALTUSROL GOLF CLUB 401(K) PLAN

$9.8M · 89 participants

ASPHALT GREEN, INC.

ASPHALT GREEN, INC. PROFIT-SHARING PLAN & TRUST

$9.6M · 496 participants