2023 Form 5500 filing — Oakmont Country Club 401(K) 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 20240919153803NAL0006380001001) for Oakmont Country Club 401(K) Plan, reported by Oakmont Country Club under EIN 25-0699130 and plan number 003. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919153803NAL0006380001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oakmont Country Club
- EIN
- 25-0699130
- Plan number
- 003
- Location
- Oakmont, PA
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,433,216
- Total liabilities (EOY)
- $1,555
- Net assets (EOY)
- $5,431,661
- Employer contributions
- $359,994
- Participant contributions
- $237,507
- Total income / additions
- $1,338,036
- Benefits paid
- $322,083
- Administrative expenses
- $27,015
- Total expenses
- $349,098
- Net increase / (decrease)
- $988,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $12,955 | $0 |
| Global Retirement Partners | INVESTMENT ADVISOR | $9,310 | $0 |
| M2b Retirement Consulting LLC | CONTRACT ADMIN | $3,301 | $0 |
| Empower Advisory Group | INVESTMENT MGMT | $953 | $0 |