401k Plan data: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN plan

OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN
Plan identification number	002

OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

OAK HILL COUNTRY CLUB has sponsored the creation of one or more 401k plans.

Company Name: OAK HILL COUNTRY CLUB

Employer identification number (EIN): 160574660

NAIC Classification: 713900

Additional information about OAK HILL COUNTRY CLUB

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1901-10-05

Company Identification Number: 27301

More information about OAK HILL COUNTRY CLUB

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 BRENDAN GREELEY 2024-06-26
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 SUZZANE GARRISON 2019-10-14
002 2017-01-01
002 2016-01-01 KENN STURGIS 2017-10-04
002 2015-01-01 KENN STURGIS
002 2014-01-01 KENN STURGIS
002 2013-01-01 REBECCA WILLIAMS 2014-07-22
002 2012-01-01 REBECCA WILLIAMS 2013-07-19 REBECCA WILLIAMS 2013-07-19
002 2011-01-01 KRISTI WENNER 2012-07-18
002 2010-01-01 KRISTI WENNER
002 2009-01-01 KRISTI WENNER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	BRENDAN GREELEY	2024-06-26
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	SUZZANE GARRISON	2019-10-14
002	2017-01-01
002	2016-01-01	KENN STURGIS	2017-10-04
002	2015-01-01	KENN STURGIS
002	2014-01-01	KENN STURGIS
002	2013-01-01	REBECCA WILLIAMS	2014-07-22
002	2012-01-01	REBECCA WILLIAMS	2013-07-19	REBECCA WILLIAMS	2013-07-19
002	2011-01-01	KRISTI WENNER	2012-07-18
002	2010-01-01	KRISTI WENNER
002	2009-01-01	KRISTI WENNER

Plan Statistics for OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 124
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 34
Total of all active and inactive participants 2022-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 161
Number of participants with account balances 2022-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 130
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 39
Total of all active and inactive participants 2021-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 172
Number of participants with account balances 2021-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 74
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 43
Total of all active and inactive participants 2020-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 119
Number of participants with account balances 2020-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 100
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 30
Total of all active and inactive participants 2019-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 133
Number of participants with account balances 2019-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 95
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 27
Total of all active and inactive participants 2018-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 125
Number of participants with account balances 2018-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2015: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 42
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 23
Total of all active and inactive participants 2015-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 66
Number of participants with account balances 2015-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 147
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 25
Total of all active and inactive participants 2014-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 173
Number of participants with account balances 2014-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2010: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 84
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 12
Total of all active and inactive participants 2010-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 96
Number of participants with account balances 2010-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 83
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 94
Number of participants with account balances 2009-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	124
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	34
Total of all active and inactive participants	2022-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	161
Number of participants with account balances	2022-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	130
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	39
Total of all active and inactive participants	2021-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	172
Number of participants with account balances	2021-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	74
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	43
Total of all active and inactive participants	2020-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	119
Number of participants with account balances	2020-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	100
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	30
Total of all active and inactive participants	2019-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	133
Number of participants with account balances	2019-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	95
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	27
Total of all active and inactive participants	2018-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	125
Number of participants with account balances	2018-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2015: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	42
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	23
Total of all active and inactive participants	2015-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	66
Number of participants with account balances	2015-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	147
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	25
Total of all active and inactive participants	2014-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	173
Number of participants with account balances	2014-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2010: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	84
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	12
Total of all active and inactive participants	2010-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	96
Number of participants with account balances	2010-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	83
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	94
Number of participants with account balances	2009-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN

Measure	Date	Value
2022 : OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-396,588
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$311,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$278,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$630,527
Value of total assets at end of year	2022-12-31	$5,496,828
Value of total assets at beginning of year	2022-12-31	$6,205,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,802
Total interest from all sources	2022-12-31	$3,159
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$184,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$184,148
Administrative expenses professional fees incurred	2022-12-31	$2,765
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$315,486
Participant contributions at end of year	2022-12-31	$44,210
Participant contributions at beginning of year	2022-12-31	$88,919
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$159,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-708,272
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,496,828
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,205,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$16,367
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,339,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,002,075
Interest on participant loans	2022-12-31	$3,159
Value of interest in common/collective trusts at end of year	2022-12-31	$113,214
Value of interest in common/collective trusts at beginning of year	2022-12-31	$114,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,214,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$155,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$278,882
Contract administrator fees	2022-12-31	$13,670
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MENGEL METZGER BARR & CO. LLP
Accountancy firm EIN	2022-12-31	161092347
2021 : OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,212,960
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$737,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$705,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$403,596
Value of total assets at end of year	2021-12-31	$6,205,100
Value of total assets at beginning of year	2021-12-31	$5,729,981
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$32,797
Total interest from all sources	2021-12-31	$2,726
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$608,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$608,025
Administrative expenses professional fees incurred	2021-12-31	$2,820
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$259,752
Participant contributions at end of year	2021-12-31	$88,919
Participant contributions at beginning of year	2021-12-31	$76,755
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$20,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$475,119
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,205,100
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,729,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$16,600
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,002,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,541,378
Interest on participant loans	2021-12-31	$2,726
Value of interest in common/collective trusts at end of year	2021-12-31	$114,106
Value of interest in common/collective trusts at beginning of year	2021-12-31	$111,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$198,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$123,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$705,044
Contract administrator fees	2021-12-31	$13,377
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MENGEL, METZGER, BARR & CO., LLP
Accountancy firm EIN	2021-12-31	161092347
2020 : OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,037,690
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$240,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$214,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$312,136
Value of total assets at end of year	2020-12-31	$5,729,981
Value of total assets at beginning of year	2020-12-31	$4,932,672
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$25,547
Total interest from all sources	2020-12-31	$4,003
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$178,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$178,627
Administrative expenses professional fees incurred	2020-12-31	$2,336
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$203,715
Participant contributions at end of year	2020-12-31	$76,755
Participant contributions at beginning of year	2020-12-31	$90,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$797,309
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,729,981
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,932,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$14,011
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,541,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,825,344
Interest on participant loans	2020-12-31	$4,003
Value of interest in common/collective trusts at end of year	2020-12-31	$111,848
Value of interest in common/collective trusts at beginning of year	2020-12-31	$16,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$542,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$108,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$214,834
Contract administrator fees	2020-12-31	$9,200
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MENGEL, METZGER, BARR & CO., LLP
Accountancy firm EIN	2020-12-31	161092347
2019 : OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,257,569
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$256,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$228,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$384,246
Value of total assets at end of year	2019-12-31	$4,932,672
Value of total assets at beginning of year	2019-12-31	$3,931,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$27,414
Total interest from all sources	2019-12-31	$5,132
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$132,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$132,572
Administrative expenses professional fees incurred	2019-12-31	$2,179
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$243,075
Participant contributions at end of year	2019-12-31	$90,919
Participant contributions at beginning of year	2019-12-31	$83,715
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$13,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,001,520
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,932,672
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,931,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$13,072
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,825,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,839,329
Interest on participant loans	2019-12-31	$5,132
Value of interest in common/collective trusts at end of year	2019-12-31	$16,409
Value of interest in common/collective trusts at beginning of year	2019-12-31	$8,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$735,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$127,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$228,635
Contract administrator fees	2019-12-31	$12,163
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MENGEL, METZGER, BARR & CO., LLP
Accountancy firm EIN	2019-12-31	161092347
2018 : OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$238,774
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$167,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$143,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$480,535
Value of total assets at end of year	2018-12-31	$3,931,152
Value of total assets at beginning of year	2018-12-31	$3,860,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$24,568
Total interest from all sources	2018-12-31	$2,266
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$142,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$142,763
Administrative expenses professional fees incurred	2018-12-31	$2,001
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$228,472
Participant contributions at end of year	2018-12-31	$83,715
Participant contributions at beginning of year	2018-12-31	$21,213
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$137,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$70,865
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,931,152
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,860,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$12,006
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,839,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,831,140
Interest on participant loans	2018-12-31	$2,266
Value of interest in common/collective trusts at end of year	2018-12-31	$8,108
Value of interest in common/collective trusts at beginning of year	2018-12-31	$7,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-386,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$114,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$143,341
Contract administrator fees	2018-12-31	$10,561
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MENGEL, METZGER, BARR & CO., LLP
Accountancy firm EIN	2018-12-31	161092347
2015 : OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$266,469
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$311,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$309,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$247,585
Value of total assets at end of year	2015-12-31	$3,378,537
Value of total assets at beginning of year	2015-12-31	$3,423,119
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,479
Total interest from all sources	2015-12-31	$6,486
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$157,928
Participant contributions at end of year	2015-12-31	$18,981
Participant contributions at beginning of year	2015-12-31	$52,236
Participant contributions at beginning of year	2015-12-31	$16,231
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$19,061
Administrative expenses (other) incurred	2015-12-31	$1,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-44,582
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,378,537
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,423,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,757,998
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,739,266
Interest on participant loans	2015-12-31	$1,670
Interest earned on other investments	2015-12-31	$4,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$601,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$606,724
Net investment gain/loss from pooled separate accounts	2015-12-31	$12,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$70,596
Employer contributions (assets) at beginning of year	2015-12-31	$8,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$309,572
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MENGEL METZGER BARR AND CO LLP
Accountancy firm EIN	2015-12-31	161092347
2014 : OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$423,428
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,233,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,231,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$263,821
Value of total assets at end of year	2014-12-31	$3,423,119
Value of total assets at beginning of year	2014-12-31	$4,233,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,930
Total interest from all sources	2014-12-31	$7,644
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$170,562
Participant contributions at end of year	2014-12-31	$52,236
Participant contributions at beginning of year	2014-12-31	$35,321
Participant contributions at end of year	2014-12-31	$16,231
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$19,236
Administrative expenses (other) incurred	2014-12-31	$1,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-810,273
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,423,119
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,233,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,739,266
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,559,570
Interest on participant loans	2014-12-31	$2,028
Interest earned on other investments	2014-12-31	$5,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$606,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$638,501
Net investment gain/loss from pooled separate accounts	2014-12-31	$151,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$74,023
Employer contributions (assets) at end of year	2014-12-31	$8,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,231,771
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MENGEL METZGER BARR AND CO LLP
Accountancy firm EIN	2014-12-31	161092347
2010 : OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$756,298
Expenses. Total of all expenses incurred	2010-12-31	$263,339
Benefits paid (including direct rollovers)	2010-12-31	$260,299
Total plan assets at end of year	2010-12-31	$4,577,628
Total plan assets at beginning of year	2010-12-31	$4,084,669
Value of fidelity bond covering the plan	2010-12-31	$350,000
Total contributions received or receivable from participants	2010-12-31	$212,908
Contributions received from other sources (not participants or employers)	2010-12-31	$187
Other income received	2010-12-31	$449,775
Net income (gross income less expenses)	2010-12-31	$492,959
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,577,628
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,084,669
Assets. Value of participant loans	2010-12-31	$54,949
Total contributions received or receivable from employer(s)	2010-12-31	$93,428
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,040
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN

2022: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2015: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2010: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: OAK HILL COUNTRY CLUB SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

038851

Policy instance

Insurance contract or identification number	038851
Number of Individuals Covered	66
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $8,508
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	8508
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	M & T SECURITIES, INC.

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

038851

Policy instance

Insurance contract or identification number	038851
Number of Individuals Covered	173
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,110
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	10110
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	M & T SECURITIES, INC.

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

38851-001

Policy instance

Insurance contract or identification number	38851-001
Number of Individuals Covered	96
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,553
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	10553
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	M & T SECURITIES, INC.

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Company Name:	OAK HILL COUNTRY CLUB
Employer identification number (EIN):	160574660
NAIC Classification:	713900

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1901-10-05
Company Identification Number:	27301