2023 Form 5500 filing — Medinah 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 20241014163259NAL0045319104001) for Medinah Country Club 401(K) Plan, reported by Medinah Country Club 401(K) Plan under EIN 36-1461510 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163259NAL0045319104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Medinah Country Club 401(K) Plan
- EIN
- 36-1461510
- Plan number
- 001
- Location
- Medinah, IL
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,892,719
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,892,719
- Employer contributions
- $92,749
- Participant contributions
- $403,912
- Total income / additions
- $1,799,508
- Benefits paid
- $741,751
- Administrative expenses
- $41,519
- Total expenses
- $793,440
- Net increase / (decrease)
- $1,006,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forvis Mazars, Llp | SERVICE PROVIDER | $16,800 | $0 |
| Lincoln National Corporation | SERVICE PROVIDER | $15,630 | $0 |
| Tax Sheltered Compensation | TPA | $6,554 | $0 |
| Sageview Advisory Group LLC | SERVICE PROVIDER | $2,210 | $0 |
| The Retirement Advantage, Inc. | TPA | $325 | $0 |