Original filing (PDF)20250718150719NAL0002026289001

THE CLUB AT BAREFOOT BEACH

Name: THE CLUB AT BAREFOOT BEACH — THE CLUB AT BAREFOOT BEACH 403(B) PLAN, Form 5500 (2024)
Creator: THE CLUB AT BAREFOOT BEACH

Form 5500-SF

FILING_RECEIVED

THE CLUB AT BAREFOOT BEACH 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$340K

Net assets (EOY)

$340K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CLUB AT BAREFOOT BEACH.

Plan sponsor

Name

THE CLUB AT BAREFOOT BEACH

EIN

65-0604776

Address

105 SHELL DRIVE · BONITA SPRINGS, FL · 34134

Phone

(239) 992-0024

Industry

Accommodation & Food Servicessee 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

2025-07-18

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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