2023 Form 5500 filing — The San Antonio Country Club Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240808051322NAL0004619377001) for The San Antonio Country Club Retirement Savings Plan, reported by The San Antonio Country Club under EIN 74-0878940 and plan number 003. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808051322NAL0004619377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The San Antonio Country Club
- EIN
- 74-0878940
- Plan number
- 003
- Location
- San Antonio, TX
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,100,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,100,838
- Employer contributions
- $226,483
- Participant contributions
- $500,804
- Total income / additions
- $2,356,197
- Benefits paid
- $947,201
- Administrative expenses
- $97,137
- Total expenses
- $1,052,180
- Net increase / (decrease)
- $1,304,017
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors, Inc. | CONSULTANT | $68,613 | $0 |
| Adp, Inc. | RECORD KEEPER | $20,523 | $0 |
| Peggy S. Edge Cpa LLC | ACCOUNTANT | $8,000 | $0 |