Lake Merced Golf Club 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Lake Merced Golf 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, Lake Merced Golf Club 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Lake Merced Golf Club under EIN 94-0615130 and plan number 001. The latest loaded filing year is 2023. The filing reports 31 participants and $3,038,143 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lake Merced Golf Club
- EIN
- 94-0615130
- Plan number
- 001
- Plan type
- 2
- Location
- Daly City, CA
- Latest filing year
- 2023
- Participants
- 31
- End-of-year plan assets
- $3,038,143
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31 | I | 20240524162729NAL0013520514001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,038,143
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,038,143
- Net assets (BOY)
- $2,418,972
Income & contributions
- Employer contributions
- $98,462
- Participant contributions
- $139,699
- Total income / additions
- $708,520
Expenses & distributions
- Benefits paid
- $69,454
- Administrative expenses
- $19,895
- Total expenses
- $89,349
- Net increase / (decrease)
- $619,171
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.