Medinah Country Club 401(K) Plan — Form 5500 plan (Medinah Country Club 401(K) Plan)
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, Medinah Country Club 401(K) Plan is a benefit plan reported by Medinah Country Club 401(K) Plan under EIN 36-1461510 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $3,892,719 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medinah Country Club 401(K) Plan
- EIN
- 36-1461510
- Plan number
- 001
- Plan type
- 2
- Location
- Medinah, IL
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $3,892,719
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20241014163259NAL0045319104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,892,719
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,892,719
- Net assets (BOY)
- $2,886,651
Income & contributions
- Employer contributions
- $92,749
- Participant contributions
- $403,912
- Total contributions
- $1,288,784
- Total income / additions
- $1,799,508
Expenses & distributions
- Benefits paid
- $741,751
- Administrative expenses
- $41,519
- Total expenses
- $793,440
- Net increase / (decrease)
- $1,006,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forvis Mazars, Llp | SERVICE PROVIDER | $16,800 | $0 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $15,630 | $0 | 2023 |
| Tax Sheltered Compensation | TPA | $6,554 | $0 | 2023 |
| Sageview Advisory Group LLC | SERVICE PROVIDER | $2,210 | $0 | 2023 |
| The Retirement Advantage, Inc. | TPA | $325 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medinah Country Club 401(K) Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Medinah, IL
- Forvis Mazars, Llp — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Tax Sheltered Compensation — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- The Retirement Advantage, Inc. — Schedule C compensation