Tucson Country Club 401(K) Savings Plan — Form 5500 plan (Tucson 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, Tucson Country Club 401(K) Savings Plan is a benefit plan reported by Tucson Country Club under EIN 86-0082521 and plan number 001. The latest loaded filing year is 2023. The filing reports 47 participants and $2,079,680 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tucson Country Club
- EIN
- 86-0082521
- Plan number
- 001
- Plan type
- 2
- Location
- Tuscon, AZ
- Latest filing year
- 2023
- Participants
- 47
- End-of-year plan assets
- $2,079,680
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 47 | I | 20240529131055NAL0012049521001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,079,680
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,079,680
- Net assets (BOY)
- $1,767,851
Income & contributions
- Employer contributions
- $62,219
- Participant contributions
- $162,920
- Total income / additions
- $509,222
Expenses & distributions
- Benefits paid
- $182,833
- Administrative expenses
- $14,560
- Total expenses
- $197,393
- Net increase / (decrease)
- $311,829
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.