Monterey Peninsula Country Club 401(K) Profit — Form 5500 plan (Monterey Peninsula 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, Monterey Peninsula Country Club 401(K) Profit is a benefit plan reported by Monterey Peninsula Country Club under EIN 94-1451412 and plan number 002. The latest loaded filing year is 2023. The filing reports 301 participants and $11,536,326 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.5MPlan net assets, end of year$11,536,326
Participants301Covered participants reported
Assets / participant$38.3KComputed: assets ÷ participants$38,327 (computed)
Provider compensation$20.8K1 Schedule C provider row(s)$20,818
- Plan sponsor
- Monterey Peninsula Country Club
- EIN
- 94-1451412
- Plan number
- 002
- Plan type
- 2
- Location
- Pebble Beach, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 301 | H, C | 20241002182536NAL0004295779001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.5M total assets
Net assets$11.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,536,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,536,326
- Net assets (BOY)
- $9,311,359
Income & contributions
- Employer contributions
- $258,435
- Participant contributions
- $758,222
- Total contributions
- $1,016,657
- Total income / additions
- $2,570,393
Expenses & distributions
- Benefits paid
- $340,796
- Administrative expenses
- $4,400
- Total expenses
- $345,426
- Net increase / (decrease)
- $2,224,967
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
25%75%
Employer 25%Participant 75%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services, LLC | SERVICE PROVIDER | $0 | $20,818 | 2023 |