Meadowood Resort 401(K) Retirement Plan — Form 5500 plan (Meadowood Resort, LLC)

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, Meadowood Resort 401(K) Retirement Plan is a benefit plan reported by Meadowood Resort, LLC under EIN 20-3873166 and plan number 001. The latest loaded filing year is 2023. The filing reports 365 participants and $8,977,887 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meadowood Resort, LLC
EIN
20-3873166
Plan number
001
Plan type
2
Location
St Helena, CA
Latest filing year
2023
Participants
365
End-of-year plan assets
$8,977,887

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023365H, C20241018094219NAL0032786305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,977,887
Total liabilities (EOY)
$0
Net assets (EOY)
$8,977,887
Net assets (BOY)
$7,220,842

Income & contributions

Employer contributions
$247,939
Participant contributions
$704,744
Total contributions
$1,006,764
Total income / additions
$2,050,895

Expenses & distributions

Benefits paid
$287,793
Administrative expenses
$3,882
Total expenses
$293,850
Net increase / (decrease)
$1,757,045

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$3,882$02023

Related Form 5500 pages