Big Canyon Country Club 401(K) Plan — Form 5500 plan (Big Canyon 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, Big Canyon Country Club 401(K) Plan is a benefit plan reported by Big Canyon Country Club under EIN 95-2648551 and plan number 002. The latest loaded filing year is 2023. The filing reports 236 participants and $12,779,239 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Big Canyon Country Club
EIN
95-2648551
Plan number
002
Plan type
2
Location
Newport Beach, CA
Latest filing year
2023
Participants
236
End-of-year plan assets
$12,779,239

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023236H, C20240827150702NAL0023470418001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,779,239
Total liabilities (EOY)
$0
Net assets (EOY)
$12,779,239
Net assets (BOY)
$10,713,087

Income & contributions

Employer contributions
$282,494
Participant contributions
$544,514
Total contributions
$1,089,435
Total income / additions
$2,845,697

Expenses & distributions

Benefits paid
$740,560
Administrative expenses
$38,957
Total expenses
$779,545
Net increase / (decrease)
$2,066,152

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$38,957not reported in the loaded dataset2023
Shuster Advisory Group, LLCSERVICE PROVIDER$0$22,5002023

Related Form 5500 pages