Tamarisk Country Club, Inc. 401(K) Plan — Form 5500 plan (Tamarisk Country Club, Inc.)

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, Tamarisk Country Club, Inc. 401(K) Plan is a benefit plan reported by Tamarisk Country Club, Inc. under EIN 95-1706285 and plan number 002. The latest loaded filing year is 2023. The filing reports 224 participants and $5,390,210 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tamarisk Country Club, Inc.
EIN
95-1706285
Plan number
002
Plan type
2
Location
Rancho Mirage, CA
Latest filing year
2023
Participants
224
End-of-year plan assets
$5,390,210

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023224H, C20250625155853NAL0008286801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,390,210
Total liabilities (EOY)
$5,579
Net assets (EOY)
$5,384,631
Net assets (BOY)
$4,573,861

Income & contributions

Employer contributions
$173,904
Participant contributions
$258,675
Total contributions
$432,579
Total income / additions
$1,359,775

Expenses & distributions

Benefits paid
$545,355
Administrative expenses
$3,650
Total expenses
$549,005
Net increase / (decrease)
$810,770

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuityINVESTMENT ADVISORY$0$3542023

Related Form 5500 pages