Department of Labor filing

CALLAWAY GARDENS RESORT, INC.

CALLAWAY GARDENS RESORT, INC. RETIREMENT SAVINGS AND INVESTMENT PLAN · For the plan year ended Dec 31, 2023

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Public filing 2023 · received Oct 14, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

18filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
Not reported

Reported employer contributions per active participant.

Higher than about 8% of comparable plans
#People in the filing
0

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$5 / participant

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

Lower cost than about 42% of comparable plans
Investment performance
Not available

Plan assets changed -59.9%, 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 · 202218out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions8th percentileTypical peer $595 · based on 328 comparable plans
Lower reported administrative expense42nd percentileTypical peer $58 · based on 363 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, 2023, CALLAWAY GARDENS RESORT, INC. reported Not reported in employer contributions across the plan and 0 active participants. That works out to Not reported 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 proxy0%

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 trendNot enough history

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

Expense trendDown 93.5%

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

Peer context18/100

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
Not reported
Participant contributions
$30
Other contributions
Not reported
Employer share of reported contributions
Not reported
Beginning assets
$2,105,080
Ending assets
$844,954
Ending net assets
$844,954
Ending liabilities
Not reported
Total income
$151,041
Total expenses
$1,411,167
Administrative expenses
$687
Participant loans
$0

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
$61
2023
Not reported
Plan-paid administrative expenses per participant
2022
$71
2023
$5
Active participants
2022
392
2023
0
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2023Not reported0845K20241014160711NAL0013595491001
2022$613922.1M20231016161119NAL0026131795001

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
0.0%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
580708272-003

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Oct 1, 1994
Industry
Accommodation and food services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2G2J2K2T3D3H

Current plan terms

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Filing ACK_ID20241014160711NAL0013595491001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗