Hillcrest Country Club 401(K) — Form 5500 plan (Hillcrest 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, Hillcrest Country Club 401(K) is a benefit plan reported by Hillcrest Country Club under EIN 95-0831590 and plan number 003. The latest loaded filing year is 2023. The filing reports 226 participants and $12,337,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hillcrest Country Club
- EIN
- 95-0831590
- Plan number
- 003
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $12,337,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20240912174919NAL0010490497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,337,469
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,337,469
- Net assets (BOY)
- $10,176,317
Income & contributions
- Employer contributions
- $532,199
- Participant contributions
- $746,531
- Total contributions
- $1,278,730
- Total income / additions
- $2,903,670
Expenses & distributions
- Benefits paid
- $683,514
- Administrative expenses
- $59,186
- Total expenses
- $742,518
- Net increase / (decrease)
- $2,161,152
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $59,185 | $0 | 2023 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $23,674 | 2023 |