The San Antonio Country Club Retirement Savings Plan — Form 5500 plan (The San Antonio 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 San Antonio Country Club Retirement Savings Plan is a benefit plan reported by The San Antonio Country Club under EIN 74-0878940 and plan number 003. The latest loaded filing year is 2023. The filing reports 201 participants and $10,100,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The San Antonio Country Club
- EIN
- 74-0878940
- Plan number
- 003
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $10,100,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20240808051322NAL0004619377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,100,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,100,838
- Net assets (BOY)
- $8,796,821
Income & contributions
- Employer contributions
- $226,483
- Participant contributions
- $500,804
- Total contributions
- $727,287
- Total income / additions
- $2,356,197
Expenses & distributions
- Benefits paid
- $947,201
- Administrative expenses
- $97,137
- Total expenses
- $1,052,180
- Net increase / (decrease)
- $1,304,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors, Inc. | CONSULTANT | $68,613 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $20,523 | $0 | 2023 |
| Peggy S. Edge Cpa LLC | ACCOUNTANT | $8,000 | $0 | 2023 |