Cherokee Town & Country Club 401(K) Retirement Plan — Form 5500 plan (Cherokee Town & Country Club, Inc.)

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, Cherokee Town & Country Club 401(K) Retirement Plan is a benefit plan reported by Cherokee Town & Country Club, Inc. under EIN 58-0659988 and plan number 002. The latest loaded filing year is 2023. The filing reports 458 participants and $17,833,034 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cherokee Town & Country Club, Inc.
EIN
58-0659988
Plan number
002
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
458
End-of-year plan assets
$17,833,034

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023458H, C20241014105119NAL0013160611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,833,034
Total liabilities (EOY)
$0
Net assets (EOY)
$17,833,034
Net assets (BOY)
$15,477,248

Income & contributions

Employer contributions
$821,722
Participant contributions
$938,313
Total contributions
$1,782,380
Total income / additions
$4,419,036

Expenses & distributions

Benefits paid
$1,952,221
Administrative expenses
$111,029
Total expenses
$2,063,250
Net increase / (decrease)
$2,355,786

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$111,029$02023
Capfinancial Partners LLCINVESTMENT ADVISORY$0$51,0002023
Frazier & DeeterACCOUNTANT$0$19,5002023

Related Form 5500 pages