Westchester Country Club 401(K) Plan And Trust — Form 5500 plan (Westchester 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, Westchester Country Club 401(K) Plan And Trust is a benefit plan reported by Westchester Country Club under EIN 13-1737009 and plan number 002. The latest loaded filing year is 2023. The filing reports 197 participants and $10,872,026 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westchester Country Club
- EIN
- 13-1737009
- Plan number
- 002
- Plan type
- 2
- Location
- Rye, NY
- Latest filing year
- 2023
- Participants
- 197
- End-of-year plan assets
- $10,872,026
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 197 | H, C | 20241008110906NAL0008286947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,872,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,872,026
- Net assets (BOY)
- $8,649,754
Income & contributions
- Employer contributions
- $254,938
- Participant contributions
- $579,086
- Total contributions
- $834,024
- Total income / additions
- $2,456,183
Expenses & distributions
- Benefits paid
- $210,900
- Administrative expenses
- $2,450
- Total expenses
- $233,911
- Net increase / (decrease)
- $2,222,272
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $2,450 | $0 | 2023 |