2023 Form 5500 filing — Los Altos Golf & 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 20241007141006NAL0016208497001) for Los Altos Golf & Country Club 401(K) Plan, reported by Los Altos Golf & Country Club under EIN 94-0639250 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007141006NAL0016208497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Los Altos Golf & Country Club
- EIN
- 94-0639250
- Plan number
- 001
- Location
- Los Altos, CA
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,870,772
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,870,772
- Employer contributions
- $253,101
- Participant contributions
- $333,515
- Total income / additions
- $1,811,663
- Benefits paid
- $512,610
- Administrative expenses
- $34,673
- Total expenses
- $547,283
- Net increase / (decrease)
- $1,264,380
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $16,149 | $0 |
| Vita Planning Group LLC | INVESTMENT ADVISOR | $11,928 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,596 | not reported in the loaded dataset |