Piping Rock Club 401(K) And Defined Contribution Plan — Form 5500 plan (Piping Rock Club)
Plain-English plan 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, Piping Rock Club 401(K) And Defined Contribution Plan is a benefit plan reported by Piping Rock Club under EIN 11-1191180 and plan number 003. The latest loaded filing year is 2023. The filing reports 123 participants and $13,386,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Piping Rock Club
- EIN
- 11-1191180
- Plan number
- 003
- Plan type
- 2
- Location
- Locust Valley, NY
- Latest filing year
- 2023
- Participants
- 123
- End-of-year plan assets
- $13,386,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20241008092707NAL0016395137004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,386,359
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,386,359
- Net assets (BOY)
- $13,005,509
Income & contributions
- Employer contributions
- $435,744
- Participant contributions
- $605,933
- Total contributions
- $1,053,163
- Total income / additions
- $2,780,012
Expenses & distributions
- Benefits paid
- $2,398,340
- Administrative expenses
- $380
- Total expenses
- $2,399,722
- Net increase / (decrease)
- $380,290
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services Ad | INVESTMENT ADVISOR | $35,740 | $0 | 2023 |
| Empower Life & Annuity Ins. Co. Ny | RECORDKEEPER | $1,330 | $0 | 2023 |