Oakmont Country Club 401(K) Plan — Form 5500 plan (Oakmont 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, Oakmont Country Club 401(K) Plan is a benefit plan reported by Oakmont Country Club under EIN 25-0699130 and plan number 003. The latest loaded filing year is 2023. The filing reports 219 participants and $5,433,216 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oakmont Country Club
- EIN
- 25-0699130
- Plan number
- 003
- Plan type
- 2
- Location
- Oakmont, PA
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $5,433,216
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20240919153803NAL0006380001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,433,216
- Total liabilities (EOY)
- $1,555
- Net assets (EOY)
- $5,431,661
- Net assets (BOY)
- $4,442,723
Income & contributions
- Employer contributions
- $359,994
- Participant contributions
- $237,507
- Total contributions
- $598,703
- Total income / additions
- $1,338,036
Expenses & distributions
- Benefits paid
- $322,083
- Administrative expenses
- $27,015
- Total expenses
- $349,098
- Net increase / (decrease)
- $988,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,955 | $0 | 2023 |
| Global Retirement Partners | INVESTMENT ADVISOR | $9,310 | $0 | 2023 |
| M2b Retirement Consulting LLC | CONTRACT ADMIN | $3,301 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $953 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oakmont Country Club
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Oakmont, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- M2b Retirement Consulting LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation