2023 Form 5500 filing — Sherwood 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 20241015143713NAL0056712690001) for Sherwood Country Club 401(K) Plan, reported by Sherwood Country Club under EIN 77-0228228 and plan number 001. It reports 244 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)$5.5MReported net assets$5,458,839
Participants244
Provider compensation$6111 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015143713NAL0056712690001
Plan sponsor
Sherwood Country Club
EIN
77-0228228
Plan number
001
Location
Thousand Oaks, CA
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)$5.5M total assets
Net assets$5.5MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$192.4K
Benefits paid / distributions$191.6K
Contributions
Employer$231.5K
Participant$494.1K
Full reported line items
Total assets (EOY)
$5,458,839
Total liabilities (EOY)
$0
Net assets (EOY)
$5,458,839
Employer contributions
$231,495
Participant contributions
$494,058
Total income / additions
$1,481,930
Benefits paid
$191,573
Administrative expenses
$810
Total expenses
$192,383
Net increase / (decrease)
$1,289,547
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $611 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015143713NAL0056712690001 cover?
It is the 2023 Form 5500 filing for Sherwood Country Club 401(K) Plan, reported by Sherwood Country Club (EIN 77-0228228).
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