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RETIREMENT PLAN FOR EMPLOYEES OF MOUNTAIN BROOK CLUB 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF MOUNTAIN BROOK CLUB
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF MOUNTAIN BROOK 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.

401k Sponsoring company profile

MOUNTAIN BROOK CLUB has sponsored the creation of one or more 401k plans.

Company Name:MOUNTAIN BROOK CLUB
Employer identification number (EIN):630147650
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF MOUNTAIN BROOK CLUB

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TIM MOYE2023-10-05 TIM MOYE2023-10-05
0012021-01-01TIM MOYE2022-10-17 TIM MOYE2022-10-17
0012020-01-01TIM MOYE2021-10-12 TIM MOYE2021-10-12
0012019-01-01TIM MOYE2020-10-07
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01MICHAEL MCGRATH2016-10-07
0012014-01-01MICHAEL MCGRATH2015-10-12
0012013-01-01TIM MOYE2014-10-02
0012012-01-01CONNIE BOWERS2013-10-07
0012011-01-01JOANNE HORTON2012-10-12
0012010-01-01JOANNE HORTON2011-10-10

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF MOUNTAIN BROOK CLUB

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF MOUNTAIN BROOK CLUB

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF MOUNTAIN BROOK CLUB 2022 401k membership
Market value of plan assets2022-12-31313,132
Acturial value of plan assets2022-12-31313,132
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3117
Fundng target for terminated vested participants2022-12-31221,178
Active participant vested funding target2022-12-3136,020
Number of active participants2022-12-316
Total funding liabilities for active participants2022-12-3136,020
Total participant count2022-12-3123
Total funding target for all participants2022-12-31257,198
Balance at beginning of prior year after applicable adjustments2022-12-3135,933
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3124,649
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3135,933
Amount remaining of prefunding balance2022-12-3124,649
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-3137,158
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3125,490
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3120,000
Net shortfall amortization installment of oustanding balance2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: RETIREMENT PLAN FOR EMPLOYEES OF MOUNTAIN BROOK CLUB 2021 401k membership
Market value of plan assets2021-12-31332,193
Acturial value of plan assets2021-12-31332,193
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3117
Fundng target for terminated vested participants2021-12-31217,741
Active participant vested funding target2021-12-3135,385
Number of active participants2021-12-316
Total funding liabilities for active participants2021-12-3135,385
Total participant count2021-12-3123
Total funding target for all participants2021-12-31253,126
Balance at beginning of prior year after applicable adjustments2021-12-3134,785
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3123,862
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3134,785
Amount remaining of prefunding balance2021-12-3123,862
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Balance of carryovers at beginning of current year2021-12-3135,933
Balance of prefunding at beginning of current year2021-12-3124,649
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3115,000
Net shortfall amortization installment of oustanding balance2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: RETIREMENT PLAN FOR EMPLOYEES OF MOUNTAIN BROOK CLUB 2020 401k membership
Market value of plan assets2020-12-31387,023
Acturial value of plan assets2020-12-31387,023
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3117
Fundng target for terminated vested participants2020-12-31218,742
Active participant vested funding target2020-12-3185,701
Number of active participants2020-12-318
Total funding liabilities for active participants2020-12-3185,701
Total participant count2020-12-3125
Total funding target for all participants2020-12-31304,443
Balance at beginning of prior year after applicable adjustments2020-12-3133,677
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3123,102
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3133,677
Amount remaining of prefunding balance2020-12-3123,102
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3134,785
Balance of prefunding at beginning of current year2020-12-3123,862
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3115,000
Net shortfall amortization installment of oustanding balance2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: RETIREMENT PLAN FOR EMPLOYEES OF MOUNTAIN BROOK CLUB 2019 401k membership
Market value of plan assets2019-12-31388,905
Acturial value of plan assets2019-12-31388,905
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3117
Fundng target for terminated vested participants2019-12-31209,040
Active participant vested funding target2019-12-3178,529
Number of active participants2019-12-318
Total funding liabilities for active participants2019-12-3178,529
Total participant count2019-12-3125
Total funding target for all participants2019-12-31287,569
Balance at beginning of prior year after applicable adjustments2019-12-3132,734
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3122,455
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3132,734
Amount remaining of prefunding balance2019-12-3122,455
Present value of excess contributions2019-12-3123,221
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3124,521
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3133,677
Balance of prefunding at beginning of current year2019-12-3123,102
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3110,000
Net shortfall amortization installment of oustanding balance2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: RETIREMENT PLAN FOR EMPLOYEES OF MOUNTAIN BROOK CLUB 2018 401k membership
Market value of plan assets2018-12-31372,459
Acturial value of plan assets2018-12-31372,459
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3117
Fundng target for terminated vested participants2018-12-31199,640
Active participant vested funding target2018-12-3181,083
Number of active participants2018-12-3110
Total funding liabilities for active participants2018-12-3181,083
Total participant count2018-12-3127
Total funding target for all participants2018-12-31280,723
Balance at beginning of prior year after applicable adjustments2018-12-3131,747
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3121,778
Amount remaining of carryover balance2018-12-3131,747
Amount remaining of prefunding balance2018-12-3121,778
Present value of excess contributions2018-12-3131,296
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3133,114
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3132,734
Balance of prefunding at beginning of current year2018-12-3122,455
Total employer contributions2018-12-3124,000
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3123,221
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3110,000
Net shortfall amortization installment of oustanding balance2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3123,221
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: RETIREMENT PLAN FOR EMPLOYEES OF MOUNTAIN BROOK CLUB 2017 401k membership
Market value of plan assets2017-12-31345,739
Acturial value of plan assets2017-12-31345,739
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3117
Fundng target for terminated vested participants2017-12-31184,808
Active participant vested funding target2017-12-3171,991
Number of active participants2017-12-3110
Total funding liabilities for active participants2017-12-3171,991
Total participant count2017-12-3127
Total funding target for all participants2017-12-31256,799
Balance at beginning of prior year after applicable adjustments2017-12-3130,508
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3120,928
Amount remaining of carryover balance2017-12-3130,508
Amount remaining of prefunding balance2017-12-3120,928
Present value of excess contributions2017-12-3123,449
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3124,851
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3131,747
Balance of prefunding at beginning of current year2017-12-3121,778
Total employer contributions2017-12-3132,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3131,296
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3110,000
Net shortfall amortization installment of oustanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3131,296
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: RETIREMENT PLAN FOR EMPLOYEES OF MOUNTAIN BROOK CLUB 2016 401k membership
Market value of plan assets2016-12-31356,501
Acturial value of plan assets2016-12-31356,501
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3117
Fundng target for terminated vested participants2016-12-31174,869
Active participant vested funding target2016-12-31105,164
Number of active participants2016-12-3111
Total funding liabilities for active participants2016-12-31105,164
Total participant count2016-12-3128
Total funding target for all participants2016-12-31280,033
Balance at beginning of prior year after applicable adjustments2016-12-3129,242
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3120,059
Amount remaining of carryover balance2016-12-3129,242
Amount remaining of prefunding balance2016-12-3120,059
Present value of excess contributions2016-12-317,455
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-317,910
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3130,508
Balance of prefunding at beginning of current year2016-12-3120,928
Total employer contributions2016-12-3124,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3123,449
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3110,000
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3123,449
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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