Marietta Country Club, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Marietta Country Club, Inc.)

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, Marietta Country Club, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Marietta Country Club, Inc. under EIN 58-0336450 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $2,619,893 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.6MPlan net assets, end of year$2,619,893
Participants136Covered participants reported
Assets / participant$19.3KComputed: assets ÷ participants$19,264 (computed)
Provider compensationNone reported
Plan sponsor
Marietta Country Club, Inc.
EIN
58-0336450
Plan number
001
Plan type
2
Location
Kennesaw, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136I20240711115146NAL0032835346001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$795.5K
Total expenses$769.5K
Benefits paid / distributions$757.5K
Contributions
Employer$119.1K
Participant$215.1K
Full reported line items

Net assets

Total assets (EOY)
$2,619,893
Total liabilities (EOY)
$0
Net assets (EOY)
$2,619,893
Net assets (BOY)
$2,593,931

Income & contributions

Employer contributions
$119,080
Participant contributions
$215,057
Total income / additions
$795,494

Expenses & distributions

Benefits paid
$757,460
Administrative expenses
$12,072
Total expenses
$769,532
Net increase / (decrease)
$25,962
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets29%Computed ratio
Benefits paid ÷ total income95%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages