401k Plan data: SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST plan

SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST
Plan identification number	001

SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: SAN JOSE COUNTRY CLUB

Employer identification number (EIN): 940837870

NAIC Classification: 713900

Additional information about SAN JOSE COUNTRY CLUB

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1961-11-16

Company Identification Number: 703205

Legal Registered Office Address: 7529 SAN JOSE BLVD.

JACKSONVILLE

32217

More information about SAN JOSE COUNTRY CLUB

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DANIEL LO 2023-07-29
001 2021-01-01 DANIEL LO 2022-07-27
001 2020-01-01 DANIEL LO 2021-06-30
001 2019-01-01 DANIEL LO 2020-09-16
001 2018-01-01 UT LU 2019-06-11
001 2017-01-01 UT LU 2018-06-14
001 2016-01-01 UT LU 2017-05-18
001 2015-01-01 UT LU 2016-05-23
001 2014-01-01 UT LU
001 2013-01-01 SARA KRISHNAMACHARI
001 2012-01-01 DEBRALYNN HOGUE DEBRALYNN HOGUE 2013-06-11
001 2011-01-01 DEBRALYNN HOGUE
001 2009-01-01 DEBRALYNN HOGUE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DANIEL LO	2023-07-29
001	2021-01-01	DANIEL LO	2022-07-27
001	2020-01-01	DANIEL LO	2021-06-30
001	2019-01-01	DANIEL LO	2020-09-16
001	2018-01-01	UT LU	2019-06-11
001	2017-01-01	UT LU	2018-06-14
001	2016-01-01	UT LU	2017-05-18
001	2015-01-01	UT LU	2016-05-23
001	2014-01-01	UT LU
001	2013-01-01	SARA KRISHNAMACHARI
001	2012-01-01	DEBRALYNN HOGUE		DEBRALYNN HOGUE	2013-06-11
001	2011-01-01	DEBRALYNN HOGUE
001	2009-01-01	DEBRALYNN HOGUE

Plan Statistics for SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014: SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 55
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 7
Total of all active and inactive participants 2014-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 62
Number of participants with account balances 2014-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 32
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 41
Number of participants with account balances 2013-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 39
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 7
Total of all active and inactive participants 2012-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 46
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 36
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 6
Total of all active and inactive participants 2011-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 42
Number of participants with account balances 2011-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 37
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 6
Total of all active and inactive participants 2009-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 43
Number of participants with account balances 2009-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	55
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	7
Total of all active and inactive participants	2014-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	62
Number of participants with account balances	2014-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	32
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	41
Number of participants with account balances	2013-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	39
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	7
Total of all active and inactive participants	2012-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	46
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	36
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	6
Total of all active and inactive participants	2011-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	42
Number of participants with account balances	2011-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	37
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	6
Total of all active and inactive participants	2009-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	43
Number of participants with account balances	2009-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2014 : SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$105,580
Expenses. Total of all expenses incurred	2014-12-31	$80,057
Benefits paid (including direct rollovers)	2014-12-31	$77,032
Total plan assets at end of year	2014-12-31	$786,302
Total plan assets at beginning of year	2014-12-31	$760,779
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$53,162
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$47,102
Net income (gross income less expenses)	2014-12-31	$25,523
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$786,302
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$760,779
Assets. Value of participant loans	2014-12-31	$4,870
Total contributions received or receivable from employer(s)	2014-12-31	$5,316
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,025
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$175,076
Expenses. Total of all expenses incurred	2013-12-31	$1,664
Benefits paid (including direct rollovers)	2013-12-31	$959
Total plan assets at end of year	2013-12-31	$760,779
Total plan assets at beginning of year	2013-12-31	$587,367
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$66,419
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$102,015
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$173,412
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$760,779
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$587,367
Assets. Value of participant loans	2013-12-31	$8,282
Total contributions received or receivable from employer(s)	2013-12-31	$6,642
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$705
2012 : SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$119,998
Expenses. Total of all expenses incurred	2012-12-31	$51,740
Benefits paid (including direct rollovers)	2012-12-31	$51,102
Total plan assets at end of year	2012-12-31	$587,367
Total plan assets at beginning of year	2012-12-31	$519,109
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$51,901
Other income received	2012-12-31	$62,907
Net income (gross income less expenses)	2012-12-31	$68,258
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$587,367
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$519,109
Assets. Value of participant loans	2012-12-31	$21,530
Total contributions received or receivable from employer(s)	2012-12-31	$5,190
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$638
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$38,207
Expenses. Total of all expenses incurred	2011-12-31	$11,891
Benefits paid (including direct rollovers)	2011-12-31	$11,011
Total plan assets at end of year	2011-12-31	$519,109
Total plan assets at beginning of year	2011-12-31	$492,793
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$43,623
Other income received	2011-12-31	$-9,778
Net income (gross income less expenses)	2011-12-31	$26,316
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$519,109
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$492,793
Assets. Value of participant loans	2011-12-31	$40,451
Total contributions received or receivable from employer(s)	2011-12-31	$4,362
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$880
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$85,340
Expenses. Total of all expenses incurred	2010-12-31	$4,951
Total plan assets at end of year	2010-12-31	$492,793
Total plan assets at beginning of year	2010-12-31	$412,404
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$27,754
Other income received	2010-12-31	$54,811
Net income (gross income less expenses)	2010-12-31	$80,389
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$492,793
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$412,404
Assets. Value of participant loans	2010-12-31	$39,357
Total contributions received or receivable from employer(s)	2010-12-31	$2,775
Value of corrective distributions	2010-12-31	$4,037
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$914
2009 : SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST

2014: SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SAN JOSE COUNTRY CLUB 401K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SAN JOSE COUNTRY CLUB
Employer identification number (EIN):	940837870
NAIC Classification:	713900

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1961-11-16
Company Identification Number:	703205
Legal Registered Office Address:	7529 SAN JOSE BLVD. JACKSONVILLE 32217