2023 Form 5500 filing — Philadelphia Country Club 401(K) Retirement 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 20241013092851NAL0013966627001) for Philadelphia Country Club 401(K) Retirement Plan, reported by Philadelphia Country Club under EIN 23-0969350 and plan number 003. It reports 196 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)$7.4MReported net assets$7,424,625
Participants196
Provider compensation$32.4K3 Schedule C row(s)$32,435
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013092851NAL0013966627001
Plan sponsor
Philadelphia Country Club
EIN
23-0969350
Plan number
003
Location
Gladwyne, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$7.4M total assets
Net assets$7.4MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$339.1K
Benefits paid / distributions$306.7K
Contributions
Employer$188.9K
Participant$458.4K
Full reported line items
Total assets (EOY)
$7,424,625
Total liabilities (EOY)
$0
Net assets (EOY)
$7,424,625
Employer contributions
$188,915
Participant contributions
$458,444
Total income / additions
$1,574,846
Benefits paid
$306,693
Administrative expenses
$32,436
Total expenses
$339,129
Net increase / (decrease)
$1,235,717
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $30.6K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $1.9K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241013092851NAL0013966627001 cover?
It is the 2023 Form 5500 filing for Philadelphia Country Club 401(K) Retirement Plan, reported by Philadelphia Country Club (EIN 23-0969350).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages