2023 Form 5500 filing — Cherokee Town & 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 20241014105119NAL0013160611001) for Cherokee Town & Country Club 401(K) Retirement Plan, reported by Cherokee Town & Country Club, Inc. under EIN 58-0659988 and plan number 002. It reports 458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105119NAL0013160611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cherokee Town & Country Club, Inc.
- EIN
- 58-0659988
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,833,034
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,833,034
- Employer contributions
- $821,722
- Participant contributions
- $938,313
- Total income / additions
- $4,419,036
- Benefits paid
- $1,952,221
- Administrative expenses
- $111,029
- Total expenses
- $2,063,250
- Net increase / (decrease)
- $2,355,786
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $111,029 | $0 |
| Capfinancial Partners LLC | INVESTMENT ADVISORY | $0 | $51,000 |
| Frazier & Deeter | ACCOUNTANT | $0 | $19,500 |