2023 Form 5500 filing — The Country Club At Dc Ranch Employees Savings Trust
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 20241007181603NAL0028152288001) for The Country Club At Dc Ranch Employees Savings Trust, reported by The Country Club At Dc Ranch under EIN 86-0859289 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007181603NAL0028152288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Country Club At Dc Ranch
- EIN
- 86-0859289
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,204,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,204,866
- Employer contributions
- $128,680
- Participant contributions
- $390,552
- Total income / additions
- $1,458,287
- Benefits paid
- $117,663
- Administrative expenses
- $48,145
- Total expenses
- $165,808
- Net increase / (decrease)
- $1,292,479
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $24,969 | not reported in the loaded dataset |
| Wellspring Financial Partners | ADVISOR | $23,176 | not reported in the loaded dataset |