2023 Form 5500 filing — Columbia Country Club 401(K) Profit Sharing 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 20241010150110NAL0020382737001) for Columbia Country Club 401(K) Profit Sharing Plan, reported by Columbia Country Club under EIN 52-0278100 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150110NAL0020382737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Columbia Country Club
- EIN
- 52-0278100
- Plan number
- 001
- Location
- Chevy Chase, MD
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,035,142
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,035,142
- Employer contributions
- $417,539
- Participant contributions
- $362,604
- Total income / additions
- $2,235,642
- Benefits paid
- $1,345,815
- Administrative expenses
- $56,811
- Total expenses
- $1,402,626
- Net increase / (decrease)
- $833,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,078 | $0 |
| Ubs Financial Services, Inc | INVESTMENT ADVISORY | $0 | $18,634 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $6,733 | $6,888 |