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PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB
Plan identification number 001

PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:SAUCON VALLEY COUNTRY CLUB
Employer identification number (EIN):240712660
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01JASON GOLDSTEIN2023-04-19
0012020-10-01JASON GOLDSTEIN2022-04-18
0012019-10-01JASON GOLDSTEIN2021-04-19
0012018-10-01JASON GOLDSTEIN2020-04-27
0012017-10-01JASON GOLDSTEIN2019-07-12
0012016-10-01JASON GOLDSTEIN2018-07-09
0012015-10-01JASON GOLDSTEIN2017-07-13
0012014-10-01JASON GOLDSTEIN2016-07-13
0012013-10-01JASON GOLDSTEIN
0012012-10-01JASON GOLDSTEIN
0012011-10-01JASON GOLDSTEIN
0012010-10-01JASON GOLDSTEIN
0012009-10-01JASON GOLDSTEIN JASON GOLDSTEIN2011-07-14
0012008-10-01

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB

Measure Date Value
2022: PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2022 401k membership
Market value of plan assets2022-09-302,066,869
Acturial value of plan assets2022-09-302,066,869
Funding target for retired participants and beneficiaries receiving payment2022-09-30992,409
Number of terminated vested participants2022-09-3018
Fundng target for terminated vested participants2022-09-30517,194
Active participant vested funding target2022-09-30193,450
Number of active participants2022-09-3010
Total funding liabilities for active participants2022-09-30193,450
Total participant count2022-09-3066
Total funding target for all participants2022-09-301,703,053
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-3070,316
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-3073,979
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-30100,000
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-3098,213
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-3014,465
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-3098,213
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2021 401k membership
Market value of plan assets2021-09-301,804,162
Acturial value of plan assets2021-09-301,804,162
Funding target for retired participants and beneficiaries receiving payment2021-09-301,084,556
Number of terminated vested participants2021-09-3019
Fundng target for terminated vested participants2021-09-30526,929
Active participant vested funding target2021-09-30187,478
Number of active participants2021-09-3010
Total funding liabilities for active participants2021-09-30187,478
Total participant count2021-09-3068
Total funding target for all participants2021-09-301,798,963
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-309,281
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-309,778
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-3078,409
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-3077,217
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-3012,100
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-306,901
Carryover balance elected to use to offset funding requirement2021-09-300
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-306,901
Contributions allocatedtoward minimum required contributions for current year2021-09-3077,217
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2020 401k membership
Market value of plan assets2020-09-301,725,442
Acturial value of plan assets2020-09-301,725,442
Funding target for retired participants and beneficiaries receiving payment2020-09-301,180,817
Number of terminated vested participants2020-09-3024
Fundng target for terminated vested participants2020-09-30545,682
Active participant vested funding target2020-09-30199,895
Number of active participants2020-09-3010
Total funding liabilities for active participants2020-09-30199,895
Total participant count2020-09-3077
Total funding target for all participants2020-09-301,926,394
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-3013,938
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-3014,710
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-30121,591
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-30116,782
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-3012,100
Net shortfall amortization installment of oustanding balance2020-09-30200,952
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-30107,093
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-30107,093
Contributions allocatedtoward minimum required contributions for current year2020-09-30116,782
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2019 401k membership
Market value of plan assets2019-09-301,715,959
Acturial value of plan assets2019-09-301,715,959
Funding target for retired participants and beneficiaries receiving payment2019-09-301,246,885
Number of terminated vested participants2019-09-3021
Fundng target for terminated vested participants2019-09-30500,855
Active participant vested funding target2019-09-30244,070
Number of active participants2019-09-3011
Total funding liabilities for active participants2019-09-30244,070
Total participant count2019-09-3077
Total funding target for all participants2019-09-301,991,810
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-305,875
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-306,211
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-30124,000
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-30119,566
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-3012,100
Net shortfall amortization installment of oustanding balance2019-09-30275,851
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-30105,628
Additional cash requirement2019-09-30105,628
Contributions allocatedtoward minimum required contributions for current year2019-09-30119,566
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2018 401k membership
Market value of plan assets2018-09-301,725,108
Acturial value of plan assets2018-09-301,725,108
Funding target for retired participants and beneficiaries receiving payment2018-09-301,528,858
Number of terminated vested participants2018-09-3021
Fundng target for terminated vested participants2018-09-30446,864
Active participant vested funding target2018-09-30219,111
Number of active participants2018-09-3011
Total funding liabilities for active participants2018-09-30219,111
Total participant count2018-09-3081
Total funding target for all participants2018-09-302,194,833
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-304,283
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-304,545
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-30134,000
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30124,648
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-308,240
Net shortfall amortization installment of oustanding balance2018-09-30469,725
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-30118,773
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-30118,773
Contributions allocatedtoward minimum required contributions for current year2018-09-30124,648
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2017 401k membership
Market value of plan assets2017-09-301,844,827
Acturial value of plan assets2017-09-301,844,827
Funding target for retired participants and beneficiaries receiving payment2017-09-301,438,843
Number of terminated vested participants2017-09-3021
Fundng target for terminated vested participants2017-09-30408,399
Active participant vested funding target2017-09-30202,006
Number of active participants2017-09-3011
Total funding liabilities for active participants2017-09-30202,006
Total participant count2017-09-3083
Total funding target for all participants2017-09-302,049,248
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-304,283
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-304,545
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-3065,000
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-3062,847
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-300
Net shortfall amortization installment of oustanding balance2017-09-30204,421
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-3058,595
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-3058,595
Contributions allocatedtoward minimum required contributions for current year2017-09-3062,847
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300
2013: PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2013 401k membership
Total participants, beginning-of-year2013-10-0190
Total number of active participants reported on line 7a of the Form 55002013-10-0115
Number of retired or separated participants receiving benefits2013-10-0144
Number of other retired or separated participants entitled to future benefits2013-10-0122
Total of all active and inactive participants2013-10-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-016
Total participants2013-10-0187
2012: PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2012 401k membership
Total participants, beginning-of-year2012-10-0192
Total number of active participants reported on line 7a of the Form 55002012-10-0115
Number of retired or separated participants receiving benefits2012-10-0146
Number of other retired or separated participants entitled to future benefits2012-10-0123
Total of all active and inactive participants2012-10-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-016
Total participants2012-10-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2011 401k membership
Total participants, beginning-of-year2011-10-01101
Total number of active participants reported on line 7a of the Form 55002011-10-0116
Number of retired or separated participants receiving benefits2011-10-0146
Number of other retired or separated participants entitled to future benefits2011-10-0124
Total of all active and inactive participants2011-10-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-016
Total participants2011-10-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2010 401k membership
Total participants, beginning-of-year2010-10-0199
Total number of active participants reported on line 7a of the Form 55002010-10-0122
Number of retired or separated participants receiving benefits2010-10-0150
Number of other retired or separated participants entitled to future benefits2010-10-0119
Total of all active and inactive participants2010-10-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-016
Total participants2010-10-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2009 401k membership
Total participants, beginning-of-year2009-10-01100
Total number of active participants reported on line 7a of the Form 55002009-10-0122
Number of retired or separated participants receiving benefits2009-10-0149
Number of other retired or separated participants entitled to future benefits2009-10-0122
Total of all active and inactive participants2009-10-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-016
Total participants2009-10-0199
Number of participants with account balances2009-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB

Measure Date Value
2014 : PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2014 401k financial data
Total income from all sources2014-09-30$154,288
Expenses. Total of all expenses incurred2014-09-30$234,077
Benefits paid (including direct rollovers)2014-09-30$216,519
Total plan assets at end of year2014-09-30$2,047,724
Total plan assets at beginning of year2014-09-30$2,127,513
Value of fidelity bond covering the plan2014-09-30$1,000,000
Other income received2014-09-30$105,893
Net income (gross income less expenses)2014-09-30$-79,789
Net plan assets at end of year (total assets less liabilities)2014-09-30$2,047,724
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$2,127,513
Total contributions received or receivable from employer(s)2014-09-30$48,395
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$17,558
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2013 401k financial data
Transfers to/from the plan2013-09-30$0
Total plan liabilities at end of year2013-09-30$0
Total plan liabilities at beginning of year2013-09-30$0
Total income from all sources2013-09-30$25,276
Expenses. Total of all expenses incurred2013-09-30$225,256
Benefits paid (including direct rollovers)2013-09-30$206,918
Total plan assets at end of year2013-09-30$2,127,513
Total plan assets at beginning of year2013-09-30$2,327,493
Value of fidelity bond covering the plan2013-09-30$1,000,000
Total contributions received or receivable from participants2013-09-30$0
Expenses. Other expenses not covered elsewhere2013-09-30$18,338
Contributions received from other sources (not participants or employers)2013-09-30$0
Other income received2013-09-30$25,276
Noncash contributions received2013-09-30$0
Net income (gross income less expenses)2013-09-30$-199,980
Net plan assets at end of year (total assets less liabilities)2013-09-30$2,127,513
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$2,327,493
Total contributions received or receivable from employer(s)2013-09-30$0
Value of certain deemed distributions of participant loans2013-09-30$0
Value of corrective distributions2013-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
2012 : PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$0
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets to this plan2012-09-30$0
Total transfer of assets from this plan2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Expenses. Interest paid2012-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-09-30$0
Total income from all sources (including contributions)2012-09-30$292,308
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$226,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$208,189
Expenses. Certain deemed distributions of participant loans2012-09-30$0
Value of total corrective distributions2012-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$83,000
Value of total assets at end of year2012-09-30$2,327,493
Value of total assets at beginning of year2012-09-30$2,261,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$17,902
Total income from rents2012-09-30$0
Total interest from all sources2012-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$73,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$73,327
Assets. Real estate other than employer real property at end of year2012-09-30$0
Assets. Real estate other than employer real property at beginning of year2012-09-30$0
Administrative expenses professional fees incurred2012-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$0
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$0
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$0
Assets. Other investments not covered elsewhere at end of year2012-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$0
Assets. Loans (other than to participants) at end of year2012-09-30$0
Assets. Loans (other than to participants) at beginning of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$0
Other income not declared elsewhere2012-09-30$0
Administrative expenses (other) incurred2012-09-30$0
Liabilities. Value of operating payables at end of year2012-09-30$0
Liabilities. Value of operating payables at beginning of year2012-09-30$0
Total non interest bearing cash at end of year2012-09-30$5,387
Total non interest bearing cash at beginning of year2012-09-30$4,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Income. Non cash contributions2012-09-30$0
Value of net income/loss2012-09-30$66,217
Value of net assets at end of year (total assets less liabilities)2012-09-30$2,327,493
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$2,261,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Assets. partnership/joint venture interests at end of year2012-09-30$0
Assets. partnership/joint venture interests at beginning of year2012-09-30$0
Investment advisory and management fees2012-09-30$11,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$2,270,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$2,220,998
Value of interest in pooled separate accounts at end of year2012-09-30$0
Value of interest in pooled separate accounts at beginning of year2012-09-30$0
Interest on participant loans2012-09-30$0
Income. Interest from loans (other than to participants)2012-09-30$0
Interest earned on other investments2012-09-30$0
Income. Interest from US Government securities2012-09-30$0
Income. Interest from corporate debt instruments2012-09-30$0
Value of interest in master investment trust accounts at end of year2012-09-30$0
Value of interest in master investment trust accounts at beginning of year2012-09-30$0
Value of interest in common/collective trusts at end of year2012-09-30$0
Value of interest in common/collective trusts at beginning of year2012-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2012-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Asset value of US Government securities at end of year2012-09-30$0
Asset value of US Government securities at beginning of year2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$135,981
Net investment gain/loss from pooled separate accounts2012-09-30$0
Net investment gain or loss from common/collective trusts2012-09-30$0
Net gain/loss from 103.12 investment entities2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Assets. Invements in employer securities at end of year2012-09-30$0
Assets. Invements in employer securities at beginning of year2012-09-30$0
Assets. Value of employer real property at end of year2012-09-30$0
Assets. Value of employer real property at beginning of year2012-09-30$0
Contributions received in cash from employer2012-09-30$83,000
Employer contributions (assets) at end of year2012-09-30$51,500
Employer contributions (assets) at beginning of year2012-09-30$35,780
Income. Dividends from preferred stock2012-09-30$0
Income. Dividends from common stock2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$208,189
Asset. Corporate debt instrument preferred debt at end of year2012-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2012-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-09-30$0
Contract administrator fees2012-09-30$6,750
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$0
Liabilities. Value of benefit claims payable at end of year2012-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$0
Aggregate carrying amount (costs) on sale of assets2012-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2012-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30CONDON, O'MEARA, MCGINTY & DONNELLY
Accountancy firm EIN2012-09-30133628255
2011 : PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$0
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total transfer of assets to this plan2011-09-30$0
Total transfer of assets from this plan2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Expenses. Interest paid2011-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-09-30$0
Total income from all sources (including contributions)2011-09-30$281,610
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$253,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$237,807
Expenses. Certain deemed distributions of participant loans2011-09-30$0
Value of total corrective distributions2011-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$44,588
Value of total assets at end of year2011-09-30$2,261,276
Value of total assets at beginning of year2011-09-30$2,233,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$15,971
Total income from rents2011-09-30$0
Total interest from all sources2011-09-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$45,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$45,731
Assets. Real estate other than employer real property at end of year2011-09-30$0
Assets. Real estate other than employer real property at beginning of year2011-09-30$0
Administrative expenses professional fees incurred2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$0
Participant contributions at end of year2011-09-30$0
Participant contributions at beginning of year2011-09-30$0
Participant contributions at end of year2011-09-30$0
Participant contributions at beginning of year2011-09-30$0
Assets. Other investments not covered elsewhere at end of year2011-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$0
Assets. Loans (other than to participants) at end of year2011-09-30$0
Assets. Loans (other than to participants) at beginning of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$0
Other income not declared elsewhere2011-09-30$0
Administrative expenses (other) incurred2011-09-30$0
Liabilities. Value of operating payables at end of year2011-09-30$0
Liabilities. Value of operating payables at beginning of year2011-09-30$0
Total non interest bearing cash at end of year2011-09-30$4,498
Total non interest bearing cash at beginning of year2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Income. Non cash contributions2011-09-30$0
Value of net income/loss2011-09-30$27,832
Value of net assets at end of year (total assets less liabilities)2011-09-30$2,261,276
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$2,233,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Assets. partnership/joint venture interests at end of year2011-09-30$0
Assets. partnership/joint venture interests at beginning of year2011-09-30$0
Investment advisory and management fees2011-09-30$8,078
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$2,220,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$0
Value of interest in pooled separate accounts at end of year2011-09-30$0
Value of interest in pooled separate accounts at beginning of year2011-09-30$2,233,444
Interest on participant loans2011-09-30$0
Income. Interest from loans (other than to participants)2011-09-30$0
Interest earned on other investments2011-09-30$0
Income. Interest from US Government securities2011-09-30$0
Income. Interest from corporate debt instruments2011-09-30$0
Value of interest in master investment trust accounts at end of year2011-09-30$0
Value of interest in master investment trust accounts at beginning of year2011-09-30$0
Value of interest in common/collective trusts at end of year2011-09-30$0
Value of interest in common/collective trusts at beginning of year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2011-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Asset value of US Government securities at end of year2011-09-30$0
Asset value of US Government securities at beginning of year2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-15,883
Net investment gain/loss from pooled separate accounts2011-09-30$207,174
Net investment gain or loss from common/collective trusts2011-09-30$0
Net gain/loss from 103.12 investment entities2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Assets. Invements in employer securities at end of year2011-09-30$0
Assets. Invements in employer securities at beginning of year2011-09-30$0
Assets. Value of employer real property at end of year2011-09-30$0
Assets. Value of employer real property at beginning of year2011-09-30$0
Contributions received in cash from employer2011-09-30$44,588
Employer contributions (assets) at end of year2011-09-30$35,780
Employer contributions (assets) at beginning of year2011-09-30$0
Income. Dividends from preferred stock2011-09-30$0
Income. Dividends from common stock2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$237,807
Asset. Corporate debt instrument preferred debt at end of year2011-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$0
Contract administrator fees2011-09-30$7,893
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$0
Liabilities. Value of benefit claims payable at end of year2011-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$0
Aggregate carrying amount (costs) on sale of assets2011-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2011-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30CONDON, O'MEARA, MCGINTY & DONNELLY
Accountancy firm EIN2011-09-30133628255
2010 : PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB

2013: PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes
2008: PENSION PLAN FOR EMPLOYEES OF SAUCON VALLEY COUNTRY CLUB 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number334926
Policy instance 1
Insurance contract or identification number334926
Number of Individuals Covered0
Insurance policy start date2010-10-01
Insurance policy end date2011-02-07
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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