2023 Form 5500 filing — Oakmont 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 20240919153803NAL0006380001001) for Oakmont Country Club 401(K) Plan, reported by Oakmont Country Club under EIN 25-0699130 and plan number 003. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.4MReported net assets$5,431,661
Participants219
Provider compensation$26.5K4 Schedule C row(s)$26,519
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240919153803NAL0006380001001
- Plan sponsor
- Oakmont Country Club
- EIN
- 25-0699130
- Plan number
- 003
- Location
- Oakmont, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$1.6K
Full reported line items
- Total assets (EOY)
- $5,433,216
- Total liabilities (EOY)
- $1,555
- Net assets (EOY)
- $5,431,661
- Employer contributions
- $359,994
- Participant contributions
- $237,507
- Total income / additions
- $1,338,036
- Benefits paid
- $322,083
- Administrative expenses
- $27,015
- Total expenses
- $349,098
- Net increase / (decrease)
- $988,938
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,955 | $0 |
| Global Retirement Partners | INVESTMENT ADVISOR | $9,310 | $0 |
| M2b Retirement Consulting LLC | CONTRACT ADMIN | $3,301 | $0 |
| Empower Advisory Group | INVESTMENT MGMT | $953 | $0 |