401k Plan data: CELEBRATION GOLF CLUB 401(K) PLAN plan

CELEBRATION GOLF CLUB 401(K) PLAN 401k Plan overview

Plan Name	CELEBRATION GOLF CLUB 401(K) PLAN
Plan identification number	002

CELEBRATION GOLF 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.
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

CELEBRATION GOLF COMPANY, LLC DB has sponsored the creation of one or more 401k plans.

Company Name: CELEBRATION GOLF COMPANY, LLC DB

Employer identification number (EIN): 562666062

NAIC Classification: 713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CELEBRATION GOLF CLUB 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 GENE GARROTE
002 2013-01-01 EUGENE GARROTE
002 2012-01-01 EUGENE GARROTE EUGENE GARROTE 2015-03-14
002 2011-01-01 GENE GARROTE 2012-08-13
002 2010-01-01 GENE GARROTE 2011-07-11
002 2009-01-01 GENE GARROTE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2014-01-01	GENE GARROTE
002	2013-01-01	EUGENE GARROTE
002	2012-01-01	EUGENE GARROTE		EUGENE GARROTE	2015-03-14
002	2011-01-01	GENE GARROTE	2012-08-13
002	2010-01-01	GENE GARROTE	2011-07-11
002	2009-01-01	GENE GARROTE

Plan Statistics for CELEBRATION GOLF CLUB 401(K) PLAN

401k plan membership statisitcs for CELEBRATION GOLF CLUB 401(K) PLAN

Measure Date Value
2014: CELEBRATION GOLF CLUB 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 60
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 75
Number of participants with account balances 2014-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CELEBRATION GOLF CLUB 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 285
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 15
Total of all active and inactive participants 2013-01-01 300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 300
Number of participants with account balances 2013-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: CELEBRATION GOLF CLUB 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 198
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 17
Total of all active and inactive participants 2012-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 215
Number of participants with account balances 2012-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2009: CELEBRATION GOLF CLUB 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 35
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 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 46
Number of participants with account balances 2009-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2014: CELEBRATION GOLF CLUB 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	60
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	75
Number of participants with account balances	2014-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CELEBRATION GOLF CLUB 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	285
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	15
Total of all active and inactive participants	2013-01-01	300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	300
Number of participants with account balances	2013-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: CELEBRATION GOLF CLUB 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	198
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	17
Total of all active and inactive participants	2012-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	215
Number of participants with account balances	2012-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2009: CELEBRATION GOLF CLUB 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	35
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	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	46
Number of participants with account balances	2009-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on CELEBRATION GOLF CLUB 401(K) PLAN

Measure	Date	Value
2014 : CELEBRATION GOLF CLUB 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	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	$27,863
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$21,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$20,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$19,753
Value of total assets at end of year	2014-12-31	$199,069
Value of total assets at beginning of year	2014-12-31	$192,410
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$400
Total interest from all sources	2014-12-31	$67
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$7,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$7,356
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$20,000
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	$19,753
Participant contributions at end of year	2014-12-31	$2,003
Participant contributions at beginning of year	2014-12-31	$384
Participant contributions at end of year	2014-12-31	$4,058
Administrative expenses (other) incurred	2014-12-31	$400
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	$6,659
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$199,069
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$192,410
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 registered invesment companies (eg mutual funds) at end of year	2014-12-31	$185,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$174,136
Interest on participant loans	2014-12-31	$67
Value of interest in common/collective trusts at end of year	2014-12-31	$7,679
Value of interest in common/collective trusts at beginning of year	2014-12-31	$17,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$358
Net investment gain or loss from common/collective trusts	2014-12-31	$329
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$20,804
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : CELEBRATION GOLF CLUB 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$62,022
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$30,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$29,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$29,174
Value of total assets at end of year	2013-12-31	$192,410
Value of total assets at beginning of year	2013-12-31	$160,489
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$300
Total interest from all sources	2013-12-31	$44
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$5,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$5,707
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$17,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$29,174
Participant contributions at end of year	2013-12-31	$384
Participant contributions at beginning of year	2013-12-31	$1,096
Administrative expenses (other) incurred	2013-12-31	$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$31,921
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$192,410
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$160,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$174,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$146,587
Interest on participant loans	2013-12-31	$44
Value of interest in common/collective trusts at end of year	2013-12-31	$17,890
Value of interest in common/collective trusts at beginning of year	2013-12-31	$12,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$23,800
Net investment gain or loss from common/collective trusts	2013-12-31	$3,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$29,801
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2013-12-31	410746749
2012 : CELEBRATION GOLF CLUB 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$56,181
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$70,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$62,779
Value of total corrective distributions	2012-12-31	$7,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$32,690
Value of total assets at end of year	2012-12-31	$160,489
Value of total assets at beginning of year	2012-12-31	$174,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$325
Total interest from all sources	2012-12-31	$127
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$2,945
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$18,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$32,690
Participant contributions at end of year	2012-12-31	$1,096
Participant contributions at beginning of year	2012-12-31	$17,089
Administrative expenses (other) incurred	2012-12-31	$325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-13,939
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$160,489
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$174,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$146,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$150,826
Interest on participant loans	2012-12-31	$127
Value of interest in common/collective trusts at end of year	2012-12-31	$12,806
Value of interest in common/collective trusts at beginning of year	2012-12-31	$6,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$19,377
Net investment gain or loss from common/collective trusts	2012-12-31	$1,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$62,779
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CELEBRATION GOLF CLUB
Accountancy firm EIN	2012-12-31	562666062
2009 : CELEBRATION GOLF 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 CELEBRATION GOLF CLUB 401(K) PLAN

2014: CELEBRATION GOLF CLUB 401(K) 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CELEBRATION GOLF 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CELEBRATION GOLF 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	Yes
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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: CELEBRATION GOLF CLUB 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

CELEBRATION GOLF CLUB 401(K) PLAN [EIN = 522666062]

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Company Name:	CELEBRATION GOLF COMPANY, LLC DB
Employer identification number (EIN):	562666062
NAIC Classification:	713900