The Lakes Country Club Association, Inc. 401(K) Plan — Form 5500 plan (The Lakes Country Club Association, 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, The Lakes Country Club Association, Inc. 401(K) Plan is a benefit plan reported by The Lakes Country Club Association, Inc. under EIN 95-3792265 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $5,664,604 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Lakes Country Club Association, Inc.
- EIN
- 95-3792265
- Plan number
- 001
- Plan type
- 2
- Location
- Palm Desert, CA
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $5,664,604
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20250415165729NAL0001580387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,664,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,664,604
- Net assets (BOY)
- $4,785,963
Income & contributions
- Employer contributions
- $184,386
- Participant contributions
- $332,908
- Total contributions
- $653,405
- Total income / additions
- $1,416,696
Expenses & distributions
- Benefits paid
- $507,637
- Administrative expenses
- $30,418
- Total expenses
- $538,055
- Net increase / (decrease)
- $878,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $30,559 | $0 | 2023 |
| Ubs Financial Services | INVESTMENT ADVISOR | $16,964 | not reported in the loaded dataset | 2023 |
| Kb Actuarial, Inc | TPA | $3,359 | $2,344 | 2023 |
| Ubs Financial Svcs Ins Agency Inc | BROKER/ADVISOR | $0 | $700 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Lakes Country Club Association, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Palm Desert, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Kb Actuarial, Inc — Schedule C compensation
- Ubs Financial Svcs Ins Agency Inc — Schedule C compensation