401k Plan data: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN plan

THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN
Plan identification number	003

THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

THE SAN ANTONIO COUNTRY CLUB has sponsored the creation of one or more 401k plans.

Company Name: THE SAN ANTONIO COUNTRY CLUB

Employer identification number (EIN): 740878940

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Additional information about THE SAN ANTONIO COUNTRY CLUB

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1907-05-14

Company Identification Number: 0001757501

Legal Registered Office Address: 4100 N NEW BRAUNFELS AVE

SAN ANTONIO
United States of America (USA)
78209

More information about THE SAN ANTONIO COUNTRY CLUB

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01

Plan Statistics for THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN

Measure Date Value
2023: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 144
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 66
Total of all active and inactive participants 2023-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 211
Number of participants with account balances 2023-01-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 5
2022: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 133
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 61
Total of all active and inactive participants 2022-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 194
Number of participants with account balances 2022-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 134
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 52
Total of all active and inactive participants 2021-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 186
Number of participants with account balances 2021-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 152
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 41
Total of all active and inactive participants 2020-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 193
Number of participants with account balances 2020-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 156
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 25
Total of all active and inactive participants 2019-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 181
Number of participants with account balances 2019-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 155
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 32
Total of all active and inactive participants 2018-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 187
Number of participants with account balances 2018-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 16

Measure	Date	Value
2023: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	144
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	66
Total of all active and inactive participants	2023-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	211
Number of participants with account balances	2023-01-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	5
2022: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	133
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	61
Total of all active and inactive participants	2022-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	194
Number of participants with account balances	2022-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	134
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	52
Total of all active and inactive participants	2021-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	186
Number of participants with account balances	2021-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	152
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	41
Total of all active and inactive participants	2020-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	193
Number of participants with account balances	2020-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	156
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	25
Total of all active and inactive participants	2019-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	181
Number of participants with account balances	2019-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	155
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	32
Total of all active and inactive participants	2018-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	187
Number of participants with account balances	2018-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	16

Financial Data on THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN

Measure	Date	Value
2023 : THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,356,197
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,052,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$947,201
Expenses. Certain deemed distributions of participant loans	2023-12-31	$7,802
Value of total corrective distributions	2023-12-31	$40
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$727,287
Value of total assets at end of year	2023-12-31	$10,100,838
Value of total assets at beginning of year	2023-12-31	$8,796,821
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$97,137
Total interest from all sources	2023-12-31	$12,130
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$300,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$300,894
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$500,804
Participant contributions at end of year	2023-12-31	$226,498
Participant contributions at beginning of year	2023-12-31	$246,800
Other income not declared elsewhere	2023-12-31	$56,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,304,017
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$10,100,838
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$8,796,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$76,614
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$7,308,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$6,459,741
Interest on participant loans	2023-12-31	$12,130
Value of interest in common/collective trusts at end of year	2023-12-31	$2,566,019
Value of interest in common/collective trusts at beginning of year	2023-12-31	$2,090,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$851,024
Net investment gain or loss from common/collective trusts	2023-12-31	$408,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$226,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$947,201
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	PEGGY S. EDGE CPA LLC
Accountancy firm EIN	2023-12-31	264527814
2022 : THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	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	$-1,176,160
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$486,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$424,188
Expenses. Certain deemed distributions of participant loans	2022-12-31	$1,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$733,282
Value of total assets at end of year	2022-12-31	$8,796,821
Value of total assets at beginning of year	2022-12-31	$10,459,367
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$60,338
Total interest from all sources	2022-12-31	$11,105
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$312,672
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	$312,672
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	$513,021
Participant contributions at end of year	2022-12-31	$246,800
Participant contributions at beginning of year	2022-12-31	$190,982
Other income not declared elsewhere	2022-12-31	$44
Administrative expenses (other) incurred	2022-12-31	$60,338
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	$-1,662,546
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,796,821
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$10,459,367
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,459,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,751,986
Interest on participant loans	2022-12-31	$11,105
Value of interest in common/collective trusts at end of year	2022-12-31	$2,090,280
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,516,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,886,598
Net investment gain or loss from common/collective trusts	2022-12-31	$-346,665
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	$220,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$424,188
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	PEGGY S. EDGE CPA LLC
Accountancy firm EIN	2022-12-31	264527814
2021 : THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	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	$2,218,797
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$471,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$411,680
Expenses. Certain deemed distributions of participant loans	2021-12-31	$4,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$863,714
Value of total assets at end of year	2021-12-31	$10,459,367
Value of total assets at beginning of year	2021-12-31	$8,711,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$54,555
Total interest from all sources	2021-12-31	$9,997
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$445,261
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	$445,261
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	$489,364
Participant contributions at end of year	2021-12-31	$190,982
Participant contributions at beginning of year	2021-12-31	$181,022
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$157,464
Other income not declared elsewhere	2021-12-31	$1,256
Administrative expenses (other) incurred	2021-12-31	$54,555
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	$1,747,681
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$10,459,367
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,711,686
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,751,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,498,062
Interest on participant loans	2021-12-31	$9,997
Value of interest in common/collective trusts at end of year	2021-12-31	$2,516,399
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,032,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$470,778
Net investment gain or loss from common/collective trusts	2021-12-31	$427,791
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	$216,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$411,680
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	PEGGY S. EDGE CPA LLC
Accountancy firm EIN	2021-12-31	264527814
2020 : THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	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	$1,868,784
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$347,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$295,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$632,696
Value of total assets at end of year	2020-12-31	$8,711,686
Value of total assets at beginning of year	2020-12-31	$7,190,682
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$52,384
Total interest from all sources	2020-12-31	$11,315
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$203,081
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	$203,081
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	$435,790
Participant contributions at end of year	2020-12-31	$181,022
Participant contributions at beginning of year	2020-12-31	$229,490
Other income not declared elsewhere	2020-12-31	$1,650
Administrative expenses (other) incurred	2020-12-31	$52,384
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	$1,521,004
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,711,686
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,190,682
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,498,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,239,182
Interest on participant loans	2020-12-31	$11,315
Value of interest in common/collective trusts at end of year	2020-12-31	$2,032,602
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,722,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$756,235
Net investment gain or loss from common/collective trusts	2020-12-31	$263,807
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	$196,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$295,396
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	PEGGY S. EDGE, CPA, LLC
Accountancy firm EIN	2020-12-31	264527814
2019 : THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	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	$1,971,764
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,027,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$945,890
Expenses. Certain deemed distributions of participant loans	2019-12-31	$33,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$598,851
Value of total assets at end of year	2019-12-31	$7,190,682
Value of total assets at beginning of year	2019-12-31	$6,246,683
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$48,233
Total interest from all sources	2019-12-31	$11,819
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$230,634
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	$230,634
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	$410,544
Participant contributions at end of year	2019-12-31	$229,490
Participant contributions at beginning of year	2019-12-31	$230,855
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$255
Other income not declared elsewhere	2019-12-31	$2,093
Administrative expenses (other) incurred	2019-12-31	$48,233
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	$943,999
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,190,682
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,246,683
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,239,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,121,764
Interest on participant loans	2019-12-31	$11,819
Value of interest in common/collective trusts at end of year	2019-12-31	$1,722,010
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,894,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$417,297
Net investment gain or loss from common/collective trusts	2019-12-31	$711,070
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	$188,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$945,890
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	RUSSON & JOHNSTON LLP
Accountancy firm EIN	2019-12-31	300840934
2018 : THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$6,205,194
Total transfer of assets from this plan	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	$311,616
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$270,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$230,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$686,312
Value of total assets at end of year	2018-12-31	$6,246,683
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$39,489
Total interest from all sources	2018-12-31	$9,516
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$89,382
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	$89,382
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000
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	$389,295
Participant contributions at end of year	2018-12-31	$230,855
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$115,839
Other income not declared elsewhere	2018-12-31	$-1
Administrative expenses (other) incurred	2018-12-31	$39,489
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	$41,489
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,246,683
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,121,764
Interest on participant loans	2018-12-31	$9,516
Value of interest in common/collective trusts at end of year	2018-12-31	$3,894,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-202,818
Net investment gain or loss from common/collective trusts	2018-12-31	$-270,775
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	$181,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$230,638
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	RUSSON & JOHNSTON LLP
Accountancy firm EIN	2018-12-31	300840934

Form 5500 Responses for THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN

2023: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS 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: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS 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: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS 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: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS 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: THE SAN ANTONIO COUNTRY CLUB RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	THE SAN ANTONIO COUNTRY CLUB
Employer identification number (EIN):	740878940
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1907-05-14
Company Identification Number:	0001757501
Legal Registered Office Address:	4100 N NEW BRAUNFELS AVE SAN ANTONIO United States of America (USA) 78209