401k Plan data: SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN plan

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

Plan Name	SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN
Plan identification number	001

SAN LUIS OBISPO COUNTRY CLUB 401(K) 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.
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 COUNTRY CLUB has sponsored the creation of one or more 401k plans.

Company Name: SAN LUIS OBISPO COUNTRY CLUB

Employer identification number (EIN): 951962691

NAIC Classification: 713900

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 MIKE STANTON
001 2012-01-01 MIKE STANTON
001 2011-01-01 MIKE STANTON
001 2010-01-01 DOUGLAS S. HENDRY
001 2009-01-01 DOUGLAS S. HENDRY

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	MIKE STANTON
001	2012-01-01	MIKE STANTON
001	2011-01-01	MIKE STANTON
001	2010-01-01	DOUGLAS S. HENDRY
001	2009-01-01	DOUGLAS S. HENDRY

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

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

Measure Date Value
2013: SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 56
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 56
Number of participants with account balances 2013-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 55
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 57
Number of participants with account balances 2012-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 50
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 0
Total of all active and inactive participants 2011-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 50
Number of participants with account balances 2011-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 49
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 4
Total of all active and inactive participants 2010-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 53
Number of participants with account balances 2010-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 39
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 2
Total of all active and inactive participants 2009-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 41
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	56
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	56
Number of participants with account balances	2013-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	55
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	57
Number of participants with account balances	2012-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	50
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	0
Total of all active and inactive participants	2011-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	50
Number of participants with account balances	2011-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	49
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	4
Total of all active and inactive participants	2010-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	53
Number of participants with account balances	2010-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	39
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	2
Total of all active and inactive participants	2009-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	41
Number of participants with account balances	2009-01-01	24
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 LUIS OBISPO COUNTRY CLUB 401(K) PLAN

Measure	Date	Value
2013 : SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$258,310
Expenses. Total of all expenses incurred	2013-12-31	$25,006
Benefits paid (including direct rollovers)	2013-12-31	$23,784
Total plan assets at end of year	2013-12-31	$1,159,955
Total plan assets at beginning of year	2013-12-31	$926,651
Value of fidelity bond covering the plan	2013-12-31	$125,000
Total contributions received or receivable from participants	2013-12-31	$96,636
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,222
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$102,563
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$233,304
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,159,955
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$926,651
Assets. Value of participant loans	2013-12-31	$1,038
Total contributions received or receivable from employer(s)	2013-12-31	$59,111
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$242,346
Expenses. Total of all expenses incurred	2012-12-31	$37,944
Benefits paid (including direct rollovers)	2012-12-31	$37,072
Total plan assets at end of year	2012-12-31	$926,651
Total plan assets at beginning of year	2012-12-31	$722,249
Value of fidelity bond covering the plan	2012-12-31	$60,000
Total contributions received or receivable from participants	2012-12-31	$119,808
Expenses. Other expenses not covered elsewhere	2012-12-31	$872
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$60,598
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$204,402
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$926,651
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$722,249
Assets. Value of participant loans	2012-12-31	$2,854
Total contributions received or receivable from employer(s)	2012-12-31	$61,940
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$575
Total income from all sources	2011-12-31	$169,118
Expenses. Total of all expenses incurred	2011-12-31	$33,967
Benefits paid (including direct rollovers)	2011-12-31	$33,320
Total plan assets at end of year	2011-12-31	$722,249
Total plan assets at beginning of year	2011-12-31	$587,673
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$124,149
Expenses. Other expenses not covered elsewhere	2011-12-31	$647
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-14,297
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$135,151
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$722,249
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$587,098
Assets. Value of participant loans	2011-12-31	$4,199
Total contributions received or receivable from employer(s)	2011-12-31	$59,266
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$575
Total plan liabilities at beginning of year	2010-12-31	$43
Total income from all sources	2010-12-31	$186,317
Expenses. Total of all expenses incurred	2010-12-31	$27,641
Benefits paid (including direct rollovers)	2010-12-31	$26,566
Total plan assets at end of year	2010-12-31	$587,673
Total plan assets at beginning of year	2010-12-31	$428,465
Value of fidelity bond covering the plan	2010-12-31	$60,000
Total contributions received or receivable from participants	2010-12-31	$93,284
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,075
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$50,042
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$158,676
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$587,098
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$428,422
Assets. Value of participant loans	2010-12-31	$5,359
Total contributions received or receivable from employer(s)	2010-12-31	$42,991
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SAN LUIS OBISPO COUNTRY CLUB 401(K) 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 SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN

2013: SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SAN LUIS OBISPO COUNTRY CLUB 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SAN LUIS OBISPO COUNTRY CLUB 401(K) 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 LUIS OBISPO COUNTRY CLUB 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
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 LUIS OBISPO COUNTRY CLUB 401(K) 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

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Company Name:	SAN LUIS OBISPO COUNTRY CLUB
Employer identification number (EIN):	951962691
NAIC Classification:	713900