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ST. ANDREWS COUNTRY CLUB 401(K) PLAN 401k Plan overview

Plan NameST. ANDREWS COUNTRY CLUB 401(K) PLAN
Plan identification number 001

ST. ANDREWS COUNTRY CLUB 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

ST. ANDREWS COUNTRY CLUB, INC. has sponsored the creation of one or more 401k plans.

Company Name:ST. ANDREWS COUNTRY CLUB, INC.
Employer identification number (EIN):592000688
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. ANDREWS COUNTRY CLUB 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MELANIE WILLIAMSON

Plan Statistics for ST. ANDREWS COUNTRY CLUB 401(K) PLAN

401k plan membership statisitcs for ST. ANDREWS COUNTRY CLUB 401(K) PLAN

Measure Date Value
2022: ST. ANDREWS COUNTRY CLUB 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01307
Total number of active participants reported on line 7a of the Form 55002022-01-01216
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-0155
Total of all active and inactive participants2022-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01282
Number of participants with account balances2022-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0159
2021: ST. ANDREWS COUNTRY CLUB 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01299
Total number of active participants reported on line 7a of the Form 55002021-01-01242
Number of retired or separated participants receiving benefits2021-01-0117
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01302
Number of participants with account balances2021-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0140
2020: ST. ANDREWS COUNTRY CLUB 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01288
Total number of active participants reported on line 7a of the Form 55002020-01-01247
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01297
Number of participants with account balances2020-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: ST. ANDREWS COUNTRY CLUB 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01271
Total number of active participants reported on line 7a of the Form 55002019-01-01250
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01286
Number of participants with account balances2019-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0140
2018: ST. ANDREWS COUNTRY CLUB 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01274
Total number of active participants reported on line 7a of the Form 55002018-01-01246
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01265
Number of participants with account balances2018-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0137
2017: ST. ANDREWS COUNTRY CLUB 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01280
Total number of active participants reported on line 7a of the Form 55002017-01-01274
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01301
Number of participants with account balances2017-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0132

Financial Data on ST. ANDREWS COUNTRY CLUB 401(K) PLAN

Measure Date Value
2022 : ST. ANDREWS COUNTRY CLUB 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,373
Total income from all sources (including contributions)2022-12-31$-879,210
Total of all expenses incurred2022-12-31$1,382,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,337,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$923,334
Value of total assets at end of year2022-12-31$8,260,874
Value of total assets at beginning of year2022-12-31$10,522,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,729
Total interest from all sources2022-12-31$8,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$756,799
Participant contributions at end of year2022-12-31$151,397
Participant contributions at beginning of year2022-12-31$161,917
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$3,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,261,242
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,258,346
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,519,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,109,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,361,044
Interest on participant loans2022-12-31$8,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,811,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$161,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,337,303
Contract administrator fees2022-12-31$44,729
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOLLYFIELD & THOMAS, LLC
Accountancy firm EIN2022-12-31651083521
2021 : ST. ANDREWS COUNTRY CLUB 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,056
Total income from all sources (including contributions)2021-12-31$2,266,986
Total of all expenses incurred2021-12-31$1,139,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,119,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$969,866
Value of total assets at end of year2021-12-31$10,522,961
Value of total assets at beginning of year2021-12-31$9,394,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,438
Total interest from all sources2021-12-31$10,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$828,090
Participant contributions at end of year2021-12-31$161,917
Participant contributions at beginning of year2021-12-31$188,249
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,373
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,056
Other income not declared elsewhere2021-12-31$391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,127,767
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,519,588
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,391,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,361,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,206,628
Interest on participant loans2021-12-31$10,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,285,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$138,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,119,781
Contract administrator fees2021-12-31$19,438
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HOLLYFIELD & THOMAS, LLC
Accountancy firm EIN2021-12-31651083521
2020 : ST. ANDREWS COUNTRY CLUB 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,056
Total income from all sources (including contributions)2020-12-31$2,223,184
Total of all expenses incurred2020-12-31$1,092,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,065,235
Value of total corrective distributions2020-12-31$329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$928,611
Value of total assets at end of year2020-12-31$9,394,877
Value of total assets at beginning of year2020-12-31$8,261,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,301
Total interest from all sources2020-12-31$13,959
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$794,000
Participant contributions at end of year2020-12-31$188,249
Participant contributions at beginning of year2020-12-31$227,206
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,056
Other income not declared elsewhere2020-12-31$78,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,130,319
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,391,821
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,261,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,206,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,034,296
Interest on participant loans2020-12-31$13,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,201,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$131,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,065,235
Contract administrator fees2020-12-31$27,301
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOLYFIELD & THOMAS LLC
Accountancy firm EIN2020-12-31651083521
2019 : ST. ANDREWS COUNTRY CLUB 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,338,778
Total income from all sources (including contributions)2019-12-31$2,338,778
Total of all expenses incurred2019-12-31$655,355
Total of all expenses incurred2019-12-31$655,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$622,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$622,421
Expenses. Certain deemed distributions of participant loans2019-12-31$17,173
Expenses. Certain deemed distributions of participant loans2019-12-31$17,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$824,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$824,741
Value of total assets at end of year2019-12-31$8,261,502
Value of total assets at end of year2019-12-31$8,261,502
Value of total assets at beginning of year2019-12-31$6,578,079
Value of total assets at beginning of year2019-12-31$6,578,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,761
Total interest from all sources2019-12-31$11,928
Total interest from all sources2019-12-31$11,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$6,511
Administrative expenses professional fees incurred2019-12-31$6,511
Was this plan covered by a fidelity bond2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$700,656
Contributions received from participants2019-12-31$700,656
Participant contributions at end of year2019-12-31$227,206
Participant contributions at end of year2019-12-31$227,206
Participant contributions at beginning of year2019-12-31$173,106
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,926
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,926
Other income not declared elsewhere2019-12-31$2,116
Other income not declared elsewhere2019-12-31$2,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,683,423
Value of net income/loss2019-12-31$1,683,423
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,261,502
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,261,502
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,578,079
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,578,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,034,296
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,034,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,404,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,404,973
Interest on participant loans2019-12-31$11,928
Interest on participant loans2019-12-31$11,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,499,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,499,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$116,159
Contributions received in cash from employer2019-12-31$116,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$622,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$622,421
Contract administrator fees2019-12-31$9,250
Contract administrator fees2019-12-31$9,250
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOLYFIELD & THOMAS, LLC
Accountancy firm name2019-12-31HOLYFIELD & THOMAS, LLC
Accountancy firm EIN2019-12-31651083521
Accountancy firm EIN2019-12-31651083521
2018 : ST. ANDREWS COUNTRY CLUB 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$287,986
Total of all expenses incurred2018-12-31$533,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$516,354
Expenses. Certain deemed distributions of participant loans2018-12-31$8,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$801,327
Value of total assets at end of year2018-12-31$6,578,079
Value of total assets at beginning of year2018-12-31$6,823,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,905
Total interest from all sources2018-12-31$8,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$651,175
Participant contributions at end of year2018-12-31$173,106
Participant contributions at beginning of year2018-12-31$119,968
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$43,747
Other income not declared elsewhere2018-12-31$618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-245,429
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,578,079
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,823,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,404,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,703,540
Interest on participant loans2018-12-31$8,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-522,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$106,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$516,354
Contract administrator fees2018-12-31$8,905
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HOLYFIELD & THOMAS LLC
Accountancy firm EIN2018-12-31651083521
2017 : ST. ANDREWS COUNTRY CLUB 401(K) PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$5,488,313
Total income from all sources (including contributions)2017-12-31$1,622,290
Total of all expenses incurred2017-12-31$287,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$260,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$752,104
Value of total assets at end of year2017-12-31$6,823,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,076
Total interest from all sources2017-12-31$6,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$14,800
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$639,371
Participant contributions at end of year2017-12-31$119,968
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,335,195
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,823,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,703,540
Interest on participant loans2017-12-31$6,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$863,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$103,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$260,019
Contract administrator fees2017-12-31$12,276
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HOLYFIELD & THOMAS LLC
Accountancy firm EIN2017-12-31651083521

Form 5500 Responses for ST. ANDREWS COUNTRY CLUB 401(K) PLAN

2022: ST. ANDREWS COUNTRY CLUB 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST. ANDREWS COUNTRY CLUB 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST. ANDREWS COUNTRY CLUB 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST. ANDREWS COUNTRY CLUB 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ST. ANDREWS COUNTRY CLUB 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ST. ANDREWS COUNTRY CLUB 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517233-000
Policy instance 1
Insurance contract or identification number517233-000
Total amount of fees paid to insurance companyUSD $4,307
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4307
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517233-000
Policy instance 1
Insurance contract or identification number517233-000
Total amount of fees paid to insurance companyUSD $4,894
Amount paid for insurance broker fees4894
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517233-000
Policy instance 1
Insurance contract or identification number517233-000
Total amount of fees paid to insurance companyUSD $4,065
Amount paid for insurance broker fees2967
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517233-000
Policy instance 1
Insurance contract or identification number517233-000
Total amount of fees paid to insurance companyUSD $3,765
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3765
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517233-000
Policy instance 1
Insurance contract or identification number517233-000
Total amount of fees paid to insurance companyUSD $3,490
Amount paid for insurance broker fees3490
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker organization code?5

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