Round Hill Country Club 401(K) Plan — Form 5500 plan (Round Hill 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, Round Hill Country Club 401(K) Plan is a benefit plan reported by Round Hill Country Club under EIN 94-1477764 and plan number 002. The latest loaded filing year is 2023. The filing reports 246 participants and $7,374,447 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Round Hill Country Club
- EIN
- 94-1477764
- Plan number
- 002
- Plan type
- 2
- Location
- Alamo, CA
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $7,374,447
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20241015143617NAL0016644147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,374,447
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,374,447
- Net assets (BOY)
- $6,900,569
Income & contributions
- Employer contributions
- $291,326
- Participant contributions
- $476,691
- Total contributions
- $833,378
- Total income / additions
- $1,854,308
Expenses & distributions
- Benefits paid
- $1,321,718
- Administrative expenses
- $51,782
- Total expenses
- $1,380,430
- Net increase / (decrease)
- $473,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jocelyn Pension Consulting, LLC | NONE | $27,111 | not reported in the loaded dataset | 2023 |
| Jocelyn Investment Management, LLC | NONE | $7,378 | not reported in the loaded dataset | 2023 |
| Rubens Partners Llp | NONE | $6,600 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Round Hill Country Club
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alamo, CA
- Jocelyn Pension Consulting, LLC — Schedule C compensation
- Jocelyn Investment Management, LLC — Schedule C compensation
- Rubens Partners Llp — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation