2023 Form 5500 filing — The Country Club 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726080118NAL0010023139001) for The Country Club 401(K) Plan, reported by The Country Club under EIN 04-1212940 and plan number 003. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726080118NAL0010023139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Country Club
- EIN
- 04-1212940
- Plan number
- 003
- Location
- Chestnut Hill, MA
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,994,321
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,994,321
- Employer contributions
- $373,970
- Participant contributions
- $782,188
- Total income / additions
- $3,501,477
- Benefits paid
- $1,205,348
- Administrative expenses
- $47,854
- Total expenses
- $1,253,202
- Net increase / (decrease)
- $2,248,275
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates Inc | ADVISOR | $23,125 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$14,219 | $0 |