Royal Oaks Country Club — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Royal Oaks Country Club (EIN 75-1291969) is a plan sponsor located in Dallas, TX with 5 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
75-1291969
Location
Dallas, TX
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Royal Oaks Country Club

  • 5 loaded plans hold $6.4M in reported assets.
  • The largest, Royal Oaks Country Club 401(K) Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 595 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.4MSummed across loaded plans$6,403,970
Total reported assets$6.4M$6,403,970
Total reported participants595
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.4M total assets
Net assets$6.4MLiabilities$0
Contributions & income
Employer contributions$208.6K
Participant contributions$621K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$306K
Total expenses$363.3K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Royal Oaks Country Club 401(K) Savings Plan
Participants per plan119Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 150 participants · 2023
  2. 2
    Plan #502 · 138 participants · 2023
  3. 3
    Plan #501 · 107 participants · 2023
  4. 4
    Royal Oaks Country Club Transplant Plannot reported in the loaded dataset
    Plan #503 · 100 participants · 2023
  5. 5
    Royal Oaks Country Club Rx Plannot reported in the loaded dataset
    Plan #504 · 100 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Royal Oaks Country Club. Open one for its full reported snapshot.

  1. 2023
    Royal Oaks Country Club Employee Health Benefit Plan107 participants · 2No schedules
    View filing →
  2. 2023
    Royal Oaks Country Club Employee Life & Add Benefit Plan138 participants · 2No schedules
    View filing →
  3. 2023
    Royal Oaks Country Club Employee Health Benefit Plan107 participants · 2No schedules
    View filing →
  4. 2023
    Royal Oaks Country Club Employee Life & Add Benefit Plan138 participants · 2No schedules
    View filing →
  5. 2023
    Royal Oaks Country Club Employee Health Benefit Plan107 participants · 2No schedules
    View filing →
  6. 2023
    Royal Oaks Country Club Employee Life & Add Benefit Plan138 participants · 2No schedules
    View filing →
  7. 2023
    Royal Oaks Country Club Employee Life & Add Benefit Plan138 participants · 2No schedules
    View filing →
  8. 2023
    Royal Oaks Country Club Employee Health Benefit Plan107 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Royal Oaks Country Club report on Form 5500?
Royal Oaks Country Club (EIN 75-1291969) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Royal Oaks Country Club?
The Employer Identification Number (EIN) reported for Royal Oaks Country Club is 75-1291969.
What is the latest Form 5500 filing year for Royal Oaks Country Club?
The latest loaded Form 5500 filing year for Royal Oaks Country Club is 2023.

Related Form 5500 pages