2023 Form 5500 filing — Monterey Peninsula Country Club 401(K) Profit
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 20241002182536NAL0004295779001) for Monterey Peninsula Country Club 401(K) Profit, reported by Monterey Peninsula Country Club under EIN 94-1451412 and plan number 002. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$11.5MReported net assets$11,536,326
Participants301
Provider compensation$20.8K1 Schedule C row(s)$20,818
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002182536NAL0004295779001
- Plan sponsor
- Monterey Peninsula Country Club
- EIN
- 94-1451412
- Plan number
- 002
- Location
- Pebble Beach, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$11.5M total assets
Net assets$11.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,536,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,536,326
- Employer contributions
- $258,435
- Participant contributions
- $758,222
- Total income / additions
- $2,570,393
- Benefits paid
- $340,796
- Administrative expenses
- $4,400
- Total expenses
- $345,426
- Net increase / (decrease)
- $2,224,967
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | SERVICE PROVIDER | $0 | $20,818 |