401k Plan data: OAKRIDGE COUNTRY CLUB 401K PLAN plan

OAKRIDGE COUNTRY CLUB 401K PLAN 401k Plan overview

Plan Name	OAKRIDGE COUNTRY CLUB 401K PLAN
Plan identification number	001

OAKRIDGE COUNTRY CLUB 401K 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

OAKRIDGE COUNTRY CLUB has sponsored the creation of one or more 401k plans.

Company Name: OAKRIDGE COUNTRY CLUB

Employer identification number (EIN): 870231032

NAIC Classification: 713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAKRIDGE COUNTRY CLUB 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 MARK E. JENSEN
001 2017-01-01 MARK E. JENSEN
001 2016-01-01 MARK E. JENSEN
001 2015-01-01 MARK E. JENSEN
001 2014-01-01 MARK E. JENSEN
001 2013-01-01 MARK E. JENSEN
001 2012-01-01 MARK E. JENSEN
001 2011-01-01 MARK E. JENSEN
001 2009-01-01 MARK E. JENSEN

Plan Statistics for OAKRIDGE COUNTRY CLUB 401K PLAN

401k plan membership statisitcs for OAKRIDGE COUNTRY CLUB 401K PLAN

Measure Date Value
2022: OAKRIDGE COUNTRY CLUB 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 26
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 33
Total participants 2022-01-01 33
Number of participants with account balances 2022-01-01 17
2021: OAKRIDGE COUNTRY CLUB 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 30
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 35
Number of participants with account balances 2021-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: OAKRIDGE COUNTRY CLUB 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 27
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 5
Total of all active and inactive participants 2020-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 32
Number of participants with account balances 2020-01-01 17
2019: OAKRIDGE COUNTRY CLUB 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 32
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 38
Number of participants with account balances 2019-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: OAKRIDGE COUNTRY CLUB 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 39
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 43
Number of participants with account balances 2018-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: OAKRIDGE COUNTRY CLUB 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 35
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 42
Number of participants with account balances 2017-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OAKRIDGE COUNTRY CLUB 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 32
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 37
Number of participants with account balances 2016-01-01 16
2015: OAKRIDGE COUNTRY CLUB 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 32
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 37
Number of participants with account balances 2015-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: OAKRIDGE COUNTRY CLUB 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 44
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 4
Total of all active and inactive participants 2014-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 48
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: OAKRIDGE COUNTRY CLUB 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 44
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 49
Number of participants with account balances 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: OAKRIDGE COUNTRY CLUB 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 50
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 4
Total of all active and inactive participants 2012-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 54
Number of participants with account balances 2012-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: OAKRIDGE COUNTRY CLUB 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 44
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 4
Total of all active and inactive participants 2011-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 48
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: OAKRIDGE COUNTRY CLUB 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 43
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 4
Total of all active and inactive participants 2009-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 47
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: OAKRIDGE COUNTRY CLUB 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	26
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	33
Total participants	2022-01-01	33
Number of participants with account balances	2022-01-01	17
2021: OAKRIDGE COUNTRY CLUB 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	30
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	35
Number of participants with account balances	2021-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: OAKRIDGE COUNTRY CLUB 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	27
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	5
Total of all active and inactive participants	2020-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	32
Number of participants with account balances	2020-01-01	17
2019: OAKRIDGE COUNTRY CLUB 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	32
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	38
Number of participants with account balances	2019-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: OAKRIDGE COUNTRY CLUB 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	39
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	43
Number of participants with account balances	2018-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: OAKRIDGE COUNTRY CLUB 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	35
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	42
Number of participants with account balances	2017-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OAKRIDGE COUNTRY CLUB 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	32
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	37
Number of participants with account balances	2016-01-01	16
2015: OAKRIDGE COUNTRY CLUB 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	32
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	37
Number of participants with account balances	2015-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: OAKRIDGE COUNTRY CLUB 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	44
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	4
Total of all active and inactive participants	2014-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	48
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: OAKRIDGE COUNTRY CLUB 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	44
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	49
Number of participants with account balances	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: OAKRIDGE COUNTRY CLUB 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	50
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	4
Total of all active and inactive participants	2012-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	54
Number of participants with account balances	2012-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: OAKRIDGE COUNTRY CLUB 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	44
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	4
Total of all active and inactive participants	2011-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	48
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: OAKRIDGE COUNTRY CLUB 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	43
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	4
Total of all active and inactive participants	2009-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	47
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on OAKRIDGE COUNTRY CLUB 401K PLAN

Measure	Date	Value
2022 : OAKRIDGE COUNTRY CLUB 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-70,824
Expenses. Total of all expenses incurred	2022-12-31	$235,076
Benefits paid (including direct rollovers)	2022-12-31	$235,076
Total plan assets at end of year	2022-12-31	$681,392
Total plan assets at beginning of year	2022-12-31	$987,292
Value of fidelity bond covering the plan	2022-12-31	$50,000
Total contributions received or receivable from participants	2022-12-31	$78,401
Other income received	2022-12-31	$-181,299
Net income (gross income less expenses)	2022-12-31	$-305,900
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$681,392
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$987,292
Total contributions received or receivable from employer(s)	2022-12-31	$32,074
2021 : OAKRIDGE COUNTRY CLUB 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$192,577
Total plan assets at end of year	2021-12-31	$987,292
Total plan assets at beginning of year	2021-12-31	$794,715
Value of fidelity bond covering the plan	2021-12-31	$50,000
Total contributions received or receivable from participants	2021-12-31	$62,250
Other income received	2021-12-31	$94,700
Net income (gross income less expenses)	2021-12-31	$192,577
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$987,292
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$794,715
Total contributions received or receivable from employer(s)	2021-12-31	$35,627
2020 : OAKRIDGE COUNTRY CLUB 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$147,746
Expenses. Total of all expenses incurred	2020-12-31	$81,565
Benefits paid (including direct rollovers)	2020-12-31	$81,565
Total plan assets at end of year	2020-12-31	$794,715
Total plan assets at beginning of year	2020-12-31	$728,534
Value of fidelity bond covering the plan	2020-12-31	$50,000
Total contributions received or receivable from participants	2020-12-31	$45,403
Other income received	2020-12-31	$70,889
Net income (gross income less expenses)	2020-12-31	$66,181
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$794,715
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$728,534
Total contributions received or receivable from employer(s)	2020-12-31	$31,454
2019 : OAKRIDGE COUNTRY CLUB 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$186,916
Total plan assets at end of year	2019-12-31	$728,534
Total plan assets at beginning of year	2019-12-31	$541,618
Value of fidelity bond covering the plan	2019-12-31	$50,000
Total contributions received or receivable from participants	2019-12-31	$42,807
Other income received	2019-12-31	$113,680
Net income (gross income less expenses)	2019-12-31	$186,916
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$728,534
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$541,618
Total contributions received or receivable from employer(s)	2019-12-31	$30,429
2018 : OAKRIDGE COUNTRY CLUB 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$34,461
Expenses. Total of all expenses incurred	2018-12-31	$8,939
Benefits paid (including direct rollovers)	2018-12-31	$8,939
Total plan assets at end of year	2018-12-31	$541,618
Total plan assets at beginning of year	2018-12-31	$516,096
Value of fidelity bond covering the plan	2018-12-31	$50,000
Total contributions received or receivable from participants	2018-12-31	$40,353
Other income received	2018-12-31	$-35,161
Net income (gross income less expenses)	2018-12-31	$25,522
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$541,618
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$516,096
Total contributions received or receivable from employer(s)	2018-12-31	$29,269
2017 : OAKRIDGE COUNTRY CLUB 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$129,212
Expenses. Total of all expenses incurred	2017-12-31	$16,003
Benefits paid (including direct rollovers)	2017-12-31	$16,003
Total plan assets at end of year	2017-12-31	$516,096
Total plan assets at beginning of year	2017-12-31	$402,887
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$43,416
Other income received	2017-12-31	$64,246
Net income (gross income less expenses)	2017-12-31	$113,209
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$516,096
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$402,887
Total contributions received or receivable from employer(s)	2017-12-31	$21,550
2016 : OAKRIDGE COUNTRY CLUB 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$94,177
Expenses. Total of all expenses incurred	2016-12-31	$162
Benefits paid (including direct rollovers)	2016-12-31	$162
Total plan assets at end of year	2016-12-31	$402,887
Total plan assets at beginning of year	2016-12-31	$308,872
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$51,584
Other income received	2016-12-31	$19,333
Net income (gross income less expenses)	2016-12-31	$94,015
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$402,887
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$308,872
Total contributions received or receivable from employer(s)	2016-12-31	$23,260
2015 : OAKRIDGE COUNTRY CLUB 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$72,695
Expenses. Total of all expenses incurred	2015-12-31	$6,901
Benefits paid (including direct rollovers)	2015-12-31	$6,901
Total plan assets at end of year	2015-12-31	$308,872
Total plan assets at beginning of year	2015-12-31	$243,078
Total contributions received or receivable from participants	2015-12-31	$51,149
Other income received	2015-12-31	$-2,413
Net income (gross income less expenses)	2015-12-31	$65,794
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$308,872
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$243,078
Total contributions received or receivable from employer(s)	2015-12-31	$23,959
2014 : OAKRIDGE COUNTRY CLUB 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$50,261
Expenses. Total of all expenses incurred	2014-12-31	$96,953
Benefits paid (including direct rollovers)	2014-12-31	$96,953
Total plan assets at end of year	2014-12-31	$243,078
Total plan assets at beginning of year	2014-12-31	$289,770
Total contributions received or receivable from participants	2014-12-31	$22,190
Other income received	2014-12-31	$10,303
Net income (gross income less expenses)	2014-12-31	$-46,692
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$243,078
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$289,770
Total contributions received or receivable from employer(s)	2014-12-31	$17,768
2013 : OAKRIDGE COUNTRY CLUB 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$59,623
Expenses. Total of all expenses incurred	2013-12-31	$3,193
Benefits paid (including direct rollovers)	2013-12-31	$3,193
Total plan assets at end of year	2013-12-31	$289,770
Total plan assets at beginning of year	2013-12-31	$233,340
Total contributions received or receivable from participants	2013-12-31	$18,362
Other income received	2013-12-31	$28,242
Net income (gross income less expenses)	2013-12-31	$56,430
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$289,770
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$233,340
Assets. Value of participant loans	2013-12-31	$1,226
Total contributions received or receivable from employer(s)	2013-12-31	$13,019
2012 : OAKRIDGE COUNTRY CLUB 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$49,233
Expenses. Total of all expenses incurred	2012-12-31	$4,781
Benefits paid (including direct rollovers)	2012-12-31	$4,781
Total plan assets at end of year	2012-12-31	$233,340
Total plan assets at beginning of year	2012-12-31	$188,888
Value of fidelity bond covering the plan	2012-12-31	$30,000
Total contributions received or receivable from participants	2012-12-31	$23,307
Other income received	2012-12-31	$10,926
Net income (gross income less expenses)	2012-12-31	$44,452
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$233,340
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$188,888
Assets. Value of participant loans	2012-12-31	$2,801
Total contributions received or receivable from employer(s)	2012-12-31	$15,000
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : OAKRIDGE COUNTRY CLUB 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$23,337
Expenses. Total of all expenses incurred	2011-12-31	$16,316
Benefits paid (including direct rollovers)	2011-12-31	$16,316
Total plan assets at end of year	2011-12-31	$188,888
Total plan assets at beginning of year	2011-12-31	$181,867
Value of fidelity bond covering the plan	2011-12-31	$20,000
Total contributions received or receivable from participants	2011-12-31	$21,780
Other income received	2011-12-31	$-12,821
Net income (gross income less expenses)	2011-12-31	$7,021
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$188,888
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$181,867
Assets. Value of participant loans	2011-12-31	$4,310
Total contributions received or receivable from employer(s)	2011-12-31	$14,378
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : OAKRIDGE COUNTRY CLUB 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$34,127
Expenses. Total of all expenses incurred	2010-12-31	$3,621
Total plan assets at end of year	2010-12-31	$181,867
Total plan assets at beginning of year	2010-12-31	$151,362
Value of fidelity bond covering the plan	2010-12-31	$20,000
Total contributions received or receivable from participants	2010-12-31	$15,204
Other income received	2010-12-31	$16,876
Net income (gross income less expenses)	2010-12-31	$30,506
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$181,867
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$151,362
Assets. Value of participant loans	2010-12-31	$5,757
Total contributions received or receivable from employer(s)	2010-12-31	$2,047
Value of corrective distributions	2010-12-31	$3,621
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : OAKRIDGE COUNTRY CLUB 401K PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for OAKRIDGE COUNTRY CLUB 401K PLAN

2022: OAKRIDGE COUNTRY CLUB 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OAKRIDGE COUNTRY CLUB 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OAKRIDGE COUNTRY CLUB 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OAKRIDGE COUNTRY CLUB 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OAKRIDGE COUNTRY CLUB 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OAKRIDGE COUNTRY CLUB 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OAKRIDGE COUNTRY CLUB 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OAKRIDGE COUNTRY CLUB 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OAKRIDGE COUNTRY CLUB 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OAKRIDGE COUNTRY CLUB 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OAKRIDGE COUNTRY CLUB 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OAKRIDGE COUNTRY CLUB 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: OAKRIDGE COUNTRY CLUB 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

698521

Policy instance

Insurance contract or identification number	698521
Number of Individuals Covered	17
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,957
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,520
Insurance broker organization code?	3

EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

698521

Policy instance

Insurance contract or identification number	698521
Number of Individuals Covered	18
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $1,897
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $926
Insurance broker organization code?	3

EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

698521

Policy instance

Insurance contract or identification number	698521
Number of Individuals Covered	17
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,714
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $857
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91671651

Policy instance

Insurance contract or identification number	91671651
Number of Individuals Covered	17
Insurance policy start date	2019-01-01
Insurance policy end date	2019-03-31
Total amount of commissions paid to insurance broker	USD $354
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $177
Insurance broker organization code?	3

EQUITABLE (National Association of Insurance Commissioners NAIC id number: 62944 )

Policy contract number

698521

Policy instance

Insurance contract or identification number	698521
Number of Individuals Covered	17
Insurance policy start date	2019-04-11
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,114
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $557
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91671651

Policy instance

Insurance contract or identification number	91671651
Number of Individuals Covered	17
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,374
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $687
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91671651

Policy instance

Insurance contract or identification number	91671651
Number of Individuals Covered	16
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,130
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $565
Insurance broker organization code?	3
Insurance broker name	RICHARD A BREGGER

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Company Name:	OAKRIDGE COUNTRY CLUB
Employer identification number (EIN):	870231032
NAIC Classification:	713900