2023 Form 5500 filing — Westchester Country Club 401(K) Plan And 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 20241008110906NAL0008286947001) for Westchester Country Club 401(K) Plan And Trust, reported by Westchester Country Club under EIN 13-1737009 and plan number 002. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008110906NAL0008286947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Westchester Country Club
- EIN
- 13-1737009
- Plan number
- 002
- Location
- Rye, NY
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,872,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,872,026
- Employer contributions
- $254,938
- Participant contributions
- $579,086
- Total income / additions
- $2,456,183
- Benefits paid
- $210,900
- Administrative expenses
- $2,450
- Total expenses
- $233,911
- Net increase / (decrease)
- $2,222,272
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $2,450 | $0 |