2023 Form 5500 filing — Birnam Wood Golf Club 401(K) Profit Sharing 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 20250815214013NAL0010817857001) for Birnam Wood Golf Club 401(K) Profit Sharing Plan, reported by Birnam Wood Golf Club under EIN 95-2457897 and plan number 001. It reports 141 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)$9.1MReported net assets$9,096,432
Participants141
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250815214013NAL0010817857001
Plan sponsor
Birnam Wood Golf Club
EIN
95-2457897
Plan number
001
Location
Santa Barbara, 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)$9.1M total assets
Net assets$9.1MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$419.8K
Benefits paid / distributions$418.4K
Contributions
Employer$214K
Participant$449.9K
Full reported line items
Total assets (EOY)
$9,096,432
Total liabilities (EOY)
$0
Net assets (EOY)
$9,096,432
Employer contributions
$214,012
Participant contributions
$449,870
Total income / additions
$2,362,034
Benefits paid
$418,405
Administrative expenses
-$109
Total expenses
$419,818
Net increase / (decrease)
$1,942,216
Schedule C

Reported service provider compensation

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

  1. 1
    PLAN ADMINISTRATOR · Direct -$217 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250815214013NAL0010817857001 cover?
It is the 2023 Form 5500 filing for Birnam Wood Golf Club 401(K) Profit Sharing Plan, reported by Birnam Wood Golf Club (EIN 95-2457897).
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