The Country Club At Dc Ranch Employees Savings Trust — Form 5500 plan (The Country Club At Dc Ranch)
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 Country Club At Dc Ranch Employees Savings Trust is a benefit plan reported by The Country Club At Dc Ranch under EIN 86-0859289 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $5,204,866 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Country Club At Dc Ranch
- EIN
- 86-0859289
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $5,204,866
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241007181603NAL0028152288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,204,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,204,866
- Net assets (BOY)
- $3,912,387
Income & contributions
- Employer contributions
- $128,680
- Participant contributions
- $390,552
- Total contributions
- $559,630
- Total income / additions
- $1,458,287
Expenses & distributions
- Benefits paid
- $117,663
- Administrative expenses
- $48,145
- Total expenses
- $165,808
- Net increase / (decrease)
- $1,292,479
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $24,969 | not reported in the loaded dataset | 2023 |
| Wellspring Financial Partners | ADVISOR | $23,176 | not reported in the loaded dataset | 2023 |