CATAWBA-CLEVELAND DEVELOPMENT CORPO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CATAWBA ISLAND CLUB EMPLOYEES RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2025 : CATAWBA ISLAND CLUB EMPLOYEES RETIREMENT SAVINGS PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-10 | 1212305 |
| Net assets as of the end of the plan year | 2025-10-10 | 2099556 |
| Total assets as of the beginning of the plan year | 2025-10-10 | 2807771 |
| Value of plan covered by a fidelity bond | 2025-10-10 | 200000 |
| Participant contributions to plan in this plan year | 2025-10-10 | 132925 |
| Value of participant loans at end of plan year | 2025-10-10 | 4049 |
| Other income to plan in this plan year | 2025-10-10 | 371165 |
| Plan net income in this plan year | 2025-10-10 | -708215 |
| Net assets as of the end of the plan year | 2025-10-10 | 2099556 |
| Net assets as of the beginning of the plan year | 2025-10-10 | 2807771 |
| Employer contributions to plan in this plan year | 2025-10-10 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-10 | 17484 |
| 2024 : CATAWBA ISLAND CLUB EMPLOYEES RETIREMENT SAVINGS PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-23 | 23335 |
| Net assets as of the end of the plan year | 2024-05-23 | 2807771 |
| Total assets as of the beginning of the plan year | 2024-05-23 | 2274721 |
| Value of plan covered by a fidelity bond | 2024-05-23 | 300000 |
| Participant contributions to plan in this plan year | 2024-05-23 | 147027 |
| Value of participant loans at end of plan year | 2024-05-23 | 10430 |
| Other income to plan in this plan year | 2024-05-23 | 409358 |
| Plan net income in this plan year | 2024-05-23 | 533050 |
| Net assets as of the end of the plan year | 2024-05-23 | 2807771 |
| Net assets as of the beginning of the plan year | 2024-05-23 | 2274721 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-23 | 15954 |
| 2012 : CATAWBA ISLAND CLUB EMPLOYEES RETIREMENT SAVINGS PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $393,969 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $20,051 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $19,579 |
| Total plan assets at end of year | 2012-12-31 | $2,023,525 |
| Total plan assets at beginning of year | 2012-12-31 | $1,649,607 |
| Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $153,665 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $472 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $240,304 |
| Net income (gross income less expenses) | 2012-12-31 | $373,918 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,023,525 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,649,607 |
| Assets. Value of participant loans | 2012-12-31 | $46,144 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : CATAWBA ISLAND CLUB EMPLOYEES RETIREMENT SAVINGS PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $12,737 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $4,860 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $4,500 |
| Total plan assets at end of year | 2011-12-31 | $1,649,607 |
| Total plan assets at beginning of year | 2011-12-31 | $1,641,730 |
| Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $111,804 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $360 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-99,067 |
| Net income (gross income less expenses) | 2011-12-31 | $7,877 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,649,607 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,641,730 |
| Assets. Value of participant loans | 2011-12-31 | $25,051 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : CATAWBA ISLAND CLUB EMPLOYEES RETIREMENT SAVINGS PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $310,825 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $23,320 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $22,880 |
| Total plan assets at end of year | 2010-12-31 | $1,641,730 |
| Total plan assets at beginning of year | 2010-12-31 | $1,354,225 |
| Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $143,672 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $440 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $167,153 |
| Net income (gross income less expenses) | 2010-12-31 | $287,505 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,641,730 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,354,225 |
| Assets. Value of participant loans | 2010-12-31 | $31,067 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : CATAWBA ISLAND CLUB EMPLOYEES RETIREMENT SAVINGS PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2012: CATAWBA ISLAND CLUB EMPLOYEES RETIREMENT SAVINGS PLAN 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 is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: CATAWBA ISLAND CLUB EMPLOYEES RETIREMENT SAVINGS PLAN 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 is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: CATAWBA ISLAND CLUB EMPLOYEES RETIREMENT SAVINGS PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: CATAWBA ISLAND CLUB EMPLOYEES RETIREMENT SAVINGS PLAN 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
