Los Altos Golf & Country Club 401(K) Plan — Form 5500 plan (Los Altos Golf & 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, Los Altos Golf & Country Club 401(K) Plan is a benefit plan reported by Los Altos Golf & Country Club under EIN 94-0639250 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $8,870,772 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Los Altos Golf & Country Club
- EIN
- 94-0639250
- Plan number
- 001
- Plan type
- 2
- Location
- Los Altos, CA
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $8,870,772
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241007141006NAL0016208497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,870,772
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,870,772
- Net assets (BOY)
- $7,606,392
Income & contributions
- Employer contributions
- $253,101
- Participant contributions
- $333,515
- Total contributions
- $586,616
- Total income / additions
- $1,811,663
Expenses & distributions
- Benefits paid
- $512,610
- Administrative expenses
- $34,673
- Total expenses
- $547,283
- Net increase / (decrease)
- $1,264,380
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $16,149 | $0 | 2023 |
| Vita Planning Group LLC | INVESTMENT ADVISOR | $11,928 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,596 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Los Altos Golf & Country Club
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Altos, CA
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Vita Planning Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation