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CATTA VERDERA EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameCATTA VERDERA EMPLOYEE RETIREMENT PLAN
Plan identification number 001

CATTA VERDERA EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan covering Self-Employed individuals.
  • 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

CATTA VERDERA COUNTY CLUB LLC has sponsored the creation of one or more 401k plans.

Company Name:CATTA VERDERA COUNTY CLUB LLC
Employer identification number (EIN):510473465
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATTA VERDERA EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01YANTI JENSEN2024-07-15
0012022-01-01YANTI JENSEN2023-08-25
0012021-01-01YANTI JENSEN2022-07-22 YANTI JENSEN2022-07-22
0012020-01-01YANTI JENSEN2021-06-28
0012019-01-01YANTI JENSEN2020-07-16
0012018-01-01YANTI JENSEN2019-07-16 YANTI JENSEN2019-07-16
0012017-01-01YANTI JENSEN2018-06-29
0012016-01-01JEFFREY O WILSON2017-07-26
0012015-01-01YANTI JENSEN2016-08-05
0012014-01-01JEFFREY WILSON
0012013-01-01JEFFREY WILSON
0012012-01-01JEFFREY WILSON JEFFREY WILSON2013-07-30
0012010-01-01JEFFREY WILSON

Financial Data on CATTA VERDERA EMPLOYEE RETIREMENT PLAN

Measure Date Value
2025 : CATTA VERDERA EMPLOYEE RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-080
Total liabilities as of the end of the plan year2025-08-080
Total liabilities as of the beginning of the plan year2025-08-080
Total expenses incurred by plan in this plan year2025-08-085489
Net assets as of the end of the plan year2025-08-08390444
Total assets as of the beginning of the plan year2025-08-08262929
Value of plan covered by a fidelity bond2025-08-0850000
Participant contributions to plan in this plan year2025-08-0865724
Other expenses paid from plan in this plan year2025-08-080
Other contributions to plan in this plan year2025-08-080
Other income to plan in this plan year2025-08-0851086
Plan net income in this plan year2025-08-08127515
Net assets as of the end of the plan year2025-08-08390444
Net assets as of the beginning of the plan year2025-08-08262929
Employer contributions to plan in this plan year2025-08-0816194
Fees paid to broker by Benefit Provider2025-08-081720
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-0875
2024 : CATTA VERDERA EMPLOYEE RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-150
Total liabilities as of the end of the plan year2024-07-150
Total liabilities as of the beginning of the plan year2024-07-150
Total expenses incurred by plan in this plan year2024-07-15270346
Net assets as of the end of the plan year2024-07-15262929
Total assets as of the beginning of the plan year2024-07-15415113
Value of plan covered by a fidelity bond2024-07-1550000
Participant contributions to plan in this plan year2024-07-1548964
Other expenses paid from plan in this plan year2024-07-150
Other contributions to plan in this plan year2024-07-150
Other income to plan in this plan year2024-07-1553072
Plan net income in this plan year2024-07-15-152184
Net assets as of the end of the plan year2024-07-15262929
Net assets as of the beginning of the plan year2024-07-15415113
Employer contributions to plan in this plan year2024-07-1516126
Fees paid to broker by Benefit Provider2024-07-151616
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-15150
2022 : CATTA VERDERA EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-220
Total expenses incurred by plan in this plan year2022-07-220
Net assets as of the end of the plan year2022-07-22590260
Total assets as of the beginning of the plan year2022-07-22446343
Value of plan covered by a fidelity bond2022-07-2250000
Participant contributions to plan in this plan year2022-07-2253201
Other expenses paid from plan in this plan year2022-07-220
Other contributions to plan in this plan year2022-07-220
Other income to plan in this plan year2022-07-2279296
Plan net income in this plan year2022-07-22143917
Net assets as of the end of the plan year2022-07-22590260
Net assets as of the beginning of the plan year2022-07-22446343
Employer contributions to plan in this plan year2022-07-2211420
Fees paid to broker by Benefit Provider2022-07-221949
2014 : CATTA VERDERA EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$1,360
Total income from all sources2014-12-31$39,893
Expenses. Total of all expenses incurred2014-12-31$26,550
Benefits paid (including direct rollovers)2014-12-31$26,550
Total plan assets at end of year2014-12-31$168,729
Total plan assets at beginning of year2014-12-31$154,026
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$23,397
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$9,260
Net income (gross income less expenses)2014-12-31$13,343
Net plan assets at end of year (total assets less liabilities)2014-12-31$168,729
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$154,026
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$7,236
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : CATTA VERDERA EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$45,059
Expenses. Total of all expenses incurred2013-12-31$9,508
Benefits paid (including direct rollovers)2013-12-31$9,508
Total plan assets at end of year2013-12-31$154,026
Total plan assets at beginning of year2013-12-31$118,475
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$11,684
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$27,913
Net income (gross income less expenses)2013-12-31$35,551
Net plan assets at end of year (total assets less liabilities)2013-12-31$154,026
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$118,475
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$5,462
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : CATTA VERDERA EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$24,741
Expenses. Total of all expenses incurred2012-12-31$2,742
Benefits paid (including direct rollovers)2012-12-31$2,742
Total plan assets at end of year2012-12-31$118,475
Total plan assets at beginning of year2012-12-31$96,476
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$7,790
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$12,822
Net income (gross income less expenses)2012-12-31$21,999
Net plan assets at end of year (total assets less liabilities)2012-12-31$118,475
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$96,476
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$4,129
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2010 : CATTA VERDERA EMPLOYEE RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$33,694
Expenses. Total of all expenses incurred2010-12-31$21,022
Benefits paid (including direct rollovers)2010-12-31$21,022
Total plan assets at end of year2010-12-31$106,320
Total plan assets at beginning of year2010-12-31$93,648
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$11,251
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$12,500
Net income (gross income less expenses)2010-12-31$12,672
Net plan assets at end of year (total assets less liabilities)2010-12-31$106,320
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$93,648
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$9,943
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0

Form 5500 Responses for CATTA VERDERA EMPLOYEE RETIREMENT PLAN

2014: CATTA VERDERA EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CATTA VERDERA EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CATTA VERDERA EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2010: CATTA VERDERA EMPLOYEE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027431
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027431
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027431
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027431
Policy instance 1

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