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SAN LUIS OBISPO COUNTRY CLUB 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSAN LUIS OBISPO COUNTRY CLUB 401(K) PROFIT SHARING PLAN
Plan identification number 001

SAN LUIS OBISPO COUNTRY CLUB 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

SAN LUIS OBISPO GOLF AND COUNTRY CLUB has sponsored the creation of one or more 401k plans.

Company Name:SAN LUIS OBISPO GOLF AND COUNTRY CLUB
Employer identification number (EIN):463016465
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about SAN LUIS OBISPO GOLF AND COUNTRY CLUB

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C3482327

More information about SAN LUIS OBISPO GOLF AND COUNTRY CLUB

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN LUIS OBISPO COUNTRY CLUB 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GREG BETHEA2024-07-22
0012022-01-01GREG BETHEA2023-07-27
0012021-01-01GREG BETHEA2022-07-25
0012020-01-01GREG BETHEA2021-07-13
0012019-01-01GREG BETHEA2020-07-28
0012018-01-01ALISE ELIAS2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01

Plan Statistics for SAN LUIS OBISPO COUNTRY CLUB 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SAN LUIS OBISPO COUNTRY CLUB 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: SAN LUIS OBISPO COUNTRY CLUB 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0156
Total number of active participants reported on line 7a of the Form 55002014-01-0159
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0160
Number of participants with account balances2014-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on SAN LUIS OBISPO COUNTRY CLUB 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : SAN LUIS OBISPO COUNTRY CLUB 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$240,667
Expenses. Total of all expenses incurred2014-12-31$4,084
Benefits paid (including direct rollovers)2014-12-31$2,598
Total plan assets at end of year2014-12-31$1,396,538
Total plan assets at beginning of year2014-12-31$1,159,955
Value of fidelity bond covering the plan2014-12-31$125,000
Total contributions received or receivable from participants2014-12-31$106,477
Expenses. Other expenses not covered elsewhere2014-12-31$1,486
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$67,041
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$236,583
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,396,538
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,159,955
Assets. Value of participant loans2014-12-31$16,176
Total contributions received or receivable from employer(s)2014-12-31$67,149
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for SAN LUIS OBISPO COUNTRY CLUB 401(K) PROFIT SHARING PLAN

2014: SAN LUIS OBISPO COUNTRY CLUB 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number936618-01
Policy instance 1
Insurance contract or identification number936618-01
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $4,447
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees4447
Insurance broker organization code?5
Insurance broker namePENSYS, INC.

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