Department of Labor filing

BELLEAIR COUNTRY CLUB

BELLEAIR COUNTRY CLUB 401K PLAN · For the plan year ended Dec 31, 2024

Legal sponsor: BELLEVIEW BILTMORE COUNTRY CLUB CORP.

Public filing 2024 · received Sep 5, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

77filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,748

Reported employer contributions per active participant.

Higher than about 72% of comparable plans

#People in the filing

153

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$16 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 87% of comparable plans

↗Investment performance

Not available

Plan assets changed 14.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202477out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions72nd percentileTypical peer $1,219 · based on 246 comparable plans

Lower reported administrative expense87th percentileTypical peer $100 · based on 259 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BELLEAIR COUNTRY CLUB reported $267,421 in employer contributions across the plan and 153 active participants. That works out to $1,748 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy86%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 17.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 39.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context77/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $267,421
Participant contributions: $517,751
Other contributions: Not reported
Employer share of reported contributions: 34.1%
Beginning assets: $6,387,262
Ending assets: $7,322,220
Ending net assets: $7,293,612
Ending liabilities: $28,608
Total income: $1,475,770
Total expenses: $557,649
Administrative expenses: $2,762
Participant loans: $130,878

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,493

2023

$1,583

2024

$1,748

Plan-paid administrative expenses per participant

2022

$11

2023

$11

2024

$16

Active participants

2022

129

2023

144

2024

153

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,748	153	7.3M	20250905095213NAL0035718498001
2023	$1,583	144	6.4M	20241001002943NAL0006213121001
2022	$1,493	129	4.9M	20231016115354NAL0025470451001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.8%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 251235483-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1998
Industry: Arts, entertainment, and recreation
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
EMPOWER ANNUITY INS CO OF AMERICA	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250905095213NAL0035718498001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗