401k Plan data: SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING PLAN plan

SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING PLAN
Plan identification number	001

SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING 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.
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 DIEGO YACHT CLUB has sponsored the creation of one or more 401k plans.

Company Name: SAN DIEGO YACHT CLUB

Employer identification number (EIN): 951186000

NAIC Classification: 711210
NAIC Description: Spectator Sports

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 RICH GOMBERG 2024-08-08
001 2022-01-01 RICH GOMBERG 2023-05-30
001 2021-01-01 RICH GOMBERG 2022-05-19
001 2020-01-01 RICH GOMBERG 2021-08-17
001 2019-01-01 RGOMBERG4785 2020-06-17
001 2019-01-01 RICH GOMBERG 2020-06-30
001 2018-01-01 RICH GOMBERG 2019-06-14
001 2017-01-01 RICH GOMBERG 2018-10-09
001 2016-01-01 RICH GOMBERG 2017-10-03
001 2015-01-01 RICH GOMBERG 2016-10-11
001 2014-01-01 TEODORA SILVESTRE 2015-08-26
001 2013-01-01 TEODORA SILVESTRE 2014-10-06
001 2012-01-01 TEODORA SILVESTRE 2013-10-15
001 2011-01-01 TEODORA SILVESTRE
001 2010-01-01 TEODORA SILVESTRE
001 2009-01-01 TEODORA SILVESTRE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	RICH GOMBERG	2024-08-08
001	2022-01-01	RICH GOMBERG	2023-05-30
001	2021-01-01	RICH GOMBERG	2022-05-19
001	2020-01-01	RICH GOMBERG	2021-08-17
001	2019-01-01	RGOMBERG4785	2020-06-17
001	2019-01-01	RICH GOMBERG	2020-06-30
001	2018-01-01	RICH GOMBERG	2019-06-14
001	2017-01-01	RICH GOMBERG	2018-10-09
001	2016-01-01	RICH GOMBERG	2017-10-03
001	2015-01-01	RICH GOMBERG	2016-10-11
001	2014-01-01	TEODORA SILVESTRE	2015-08-26
001	2013-01-01	TEODORA SILVESTRE	2014-10-06
001	2012-01-01	TEODORA SILVESTRE	2013-10-15
001	2011-01-01	TEODORA SILVESTRE
001	2010-01-01	TEODORA SILVESTRE
001	2009-01-01	TEODORA SILVESTRE

Plan Statistics for SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 96
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 13
Total of all active and inactive participants 2011-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 109
Number of participants with account balances 2011-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 82
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 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 94
Number of participants with account balances 2010-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 84
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 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 95
Number of participants with account balances 2009-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	96
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	13
Total of all active and inactive participants	2011-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	109
Number of participants with account balances	2011-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	82
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	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	94
Number of participants with account balances	2010-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	84
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	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	95
Number of participants with account balances	2009-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$32,865
Expenses. Total of all expenses incurred	2011-12-31	$3,411
Total plan assets at end of year	2011-12-31	$220,920
Total plan assets at beginning of year	2011-12-31	$191,466
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$41,777
Other income received	2011-12-31	$-8,912
Net income (gross income less expenses)	2011-12-31	$29,454
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$220,920
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$191,466
Assets. Value of participant loans	2011-12-31	$3,427
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,411
2010 : SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$36,056
Expenses. Total of all expenses incurred	2010-12-31	$72,067
Benefits paid (including direct rollovers)	2010-12-31	$68,814
Total plan assets at end of year	2010-12-31	$191,466
Total plan assets at beginning of year	2010-12-31	$227,477
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$20,035
Other income received	2010-12-31	$16,021
Net income (gross income less expenses)	2010-12-31	$-36,011
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$191,466
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$227,477
Assets. Value of participant loans	2010-12-31	$3,637
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,253

Form 5500 Responses for SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING PLAN

2011: SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
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: SAN DIEGO YACHT CLUB 401(K) PROFIT SHARING 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP65566

Policy instance

Insurance contract or identification number	GP65566
Number of Individuals Covered	27
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $483
Total amount of fees paid to insurance company	USD $165
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP65566

Policy instance

Insurance contract or identification number	GP65566
Number of Individuals Covered	24
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $475
Total amount of fees paid to insurance company	USD $139
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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
Commission paid to Insurance Broker	USD $475
Insurance broker organization code?	4
Amount paid for insurance broker fees	119
Additional information about fees paid to insurance broker	MARKETING
Insurance broker name	FINANCIAL TELESIS INC

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Company Name:	SAN DIEGO YACHT CLUB
Employer identification number (EIN):	951186000
NAIC Classification:	711210
NAIC Description:	Spectator Sports