Columbia Country Club 401(K) Profit Sharing Plan — Form 5500 plan (Columbia Country 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, Columbia Country Club 401(K) Profit Sharing Plan is a benefit plan reported by Columbia Country Club under EIN 52-0278100 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $11,035,142 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Columbia Country Club
- EIN
- 52-0278100
- Plan number
- 001
- Plan type
- 2
- Location
- Chevy Chase, MD
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $11,035,142
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20241010150110NAL0020382737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,035,142
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,035,142
- Net assets (BOY)
- $10,202,126
Income & contributions
- Employer contributions
- $417,539
- Participant contributions
- $362,604
- Total contributions
- $808,763
- Total income / additions
- $2,235,642
Expenses & distributions
- Benefits paid
- $1,345,815
- Administrative expenses
- $56,811
- Total expenses
- $1,402,626
- Net increase / (decrease)
- $833,016
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,078 | $0 | 2023 |
| Ubs Financial Services, Inc | INVESTMENT ADVISORY | $0 | $18,634 | 2023 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $6,733 | $6,888 | 2023 |