The Country Club 401(K) Plan — Form 5500 plan (The Country Club)
Plain-English plan 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, The Country Club 401(K) Plan is a benefit plan reported by The Country Club under EIN 04-1212940 and plan number 003. The latest loaded filing year is 2023. The filing reports 232 participants and $16,994,321 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Country Club
- EIN
- 04-1212940
- Plan number
- 003
- Plan type
- 2
- Location
- Chestnut Hill, MA
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $16,994,321
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20240726080118NAL0010023139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,994,321
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,994,321
- Net assets (BOY)
- $14,746,046
Income & contributions
- Employer contributions
- $373,970
- Participant contributions
- $782,188
- Total contributions
- $1,160,954
- Total income / additions
- $3,501,477
Expenses & distributions
- Benefits paid
- $1,205,348
- Administrative expenses
- $47,854
- Total expenses
- $1,253,202
- Net increase / (decrease)
- $2,248,275
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates Inc | ADVISOR | $23,125 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$14,219 | $0 | 2023 |