Plan5500

Birnam Wood Golf 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, Birnam Wood Golf Club (EIN 95-2457897) is a plan sponsor located in Santa Barbara, CA with 1 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
95-2457897
Location
Santa Barbara, CA
Loaded plans
1
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 Birnam Wood Golf Club

  • 1 loaded plans hold $9.1M in reported assets.
  • The largest, Birnam Wood Golf Club 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 141 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.1MSummed across loaded plans$9,096,432
Total reported assets$9.1M$9,096,432
Total reported participants141
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.1M total assets
Net assets$9.1MLiabilities$0
Contributions & income
Employer contributions$214K
Participant contributions$449.9K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$418.4K
Total expenses$419.8K
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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%Birnam Wood Golf Club 401(K) Profit Sharing Plan
Participants per plan141Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Birnam Wood Golf Club 401(K) Profit Sharing Plan$9.1M
    Plan #001 · 141 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Birnam Wood Golf Club. Open one for its full reported snapshot.

  1. 2023
    Birnam Wood Golf Club 401(K) Profit Sharing Plan141 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Birnam Wood Golf Club report on Form 5500?
Birnam Wood Golf Club (EIN 95-2457897) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Birnam Wood Golf Club?
The Employer Identification Number (EIN) reported for Birnam Wood Golf Club is 95-2457897.
What is the latest Form 5500 filing year for Birnam Wood Golf Club?
The latest loaded Form 5500 filing year for Birnam Wood Golf Club is 2023.

Related Form 5500 pages