401k Plan data: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN plan

ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 401k Plan overview

Plan Name	ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN
Plan identification number	001

ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 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

ST. IVES COUNTRY CLUB has sponsored the creation of one or more 401k plans.

Company Name: ST. IVES COUNTRY CLUB

Employer identification number (EIN): 581747071

NAIC Classification: 713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JOHN BRESCIA 2023-10-23
001 2022-01-01 JOHN BRESCIA 2024-02-07
001 2021-01-01
001 2021-01-01 JOHN BRESCIA 2023-10-18
001 2020-01-01 JOHN BRESCIA 2021-08-27
001 2019-01-01 JOHN BRESCIA 2020-10-08
001 2018-01-01 JOHN BRESCIA 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01 JOHN BRESCIA 2016-10-10
001 2014-01-01 JOHN BRESCIA 2015-10-05
001 2013-01-01 JOHN BRESCIA 2014-09-30
001 2012-01-01 JOHN BRESCIA JOHN BRESCIA 2013-04-22
001 2011-01-01 DARWIN BENTLEY
001 2010-01-01 DARWIN BENTLEY
001 2009-01-01 DARWIN BENTLEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JOHN BRESCIA	2023-10-23
001	2022-01-01	JOHN BRESCIA	2024-02-07
001	2021-01-01
001	2021-01-01	JOHN BRESCIA	2023-10-18
001	2020-01-01	JOHN BRESCIA	2021-08-27
001	2019-01-01	JOHN BRESCIA	2020-10-08
001	2018-01-01	JOHN BRESCIA	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01	JOHN BRESCIA	2016-10-10
001	2014-01-01	JOHN BRESCIA	2015-10-05
001	2013-01-01	JOHN BRESCIA	2014-09-30
001	2012-01-01	JOHN BRESCIA		JOHN BRESCIA	2013-04-22
001	2011-01-01	DARWIN BENTLEY
001	2010-01-01	DARWIN BENTLEY
001	2009-01-01	DARWIN BENTLEY

Plan Statistics for ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN

401k plan membership statisitcs for ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN

Measure Date Value
2022: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 82
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 121
Number of participants with account balances 2022-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 95
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 32
Total of all active and inactive participants 2021-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 129
Number of participants with account balances 2021-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2012: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 53
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 0
Total of all active and inactive participants 2012-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 53
Number of participants with account balances 2012-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 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 47
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 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 53
Number of participants with account balances 2011-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 47
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 51
Number of participants with account balances 2010-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 66
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 4
Total of all active and inactive participants 2009-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 70
Number of participants with account balances 2009-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	82
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	121
Number of participants with account balances	2022-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	95
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	32
Total of all active and inactive participants	2021-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	129
Number of participants with account balances	2021-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2012: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	53
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	0
Total of all active and inactive participants	2012-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	53
Number of participants with account balances	2012-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 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	47
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	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	53
Number of participants with account balances	2011-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	47
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	51
Number of participants with account balances	2010-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	66
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	4
Total of all active and inactive participants	2009-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	70
Number of participants with account balances	2009-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN

Measure	Date	Value
2022 : ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-185,195
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$26,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$24,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$148,155
Value of total assets at end of year	2022-12-31	$1,569,107
Value of total assets at beginning of year	2022-12-31	$1,780,367
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,920
Total interest from all sources	2022-12-31	$574
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$128,395
Participant contributions at end of year	2022-12-31	$9,603
Participant contributions at beginning of year	2022-12-31	$14,814
Total non interest bearing cash at end of year	2022-12-31	$1,441
Total non interest bearing cash at beginning of year	2022-12-31	$1,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-211,260
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,569,107
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,780,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,558,063
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,762,836
Interest on participant loans	2022-12-31	$574
Net investment gain/loss from pooled separate accounts	2022-12-31	$-333,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$19,760
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$1,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$24,145
Contract administrator fees	2022-12-31	$1,920
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2022-12-31	721396621
2021 : ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$350,252
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$147,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$146,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$138,965
Value of total assets at end of year	2021-12-31	$1,780,367
Value of total assets at beginning of year	2021-12-31	$1,577,201
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,005
Total interest from all sources	2021-12-31	$588
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$125,868
Participant contributions at end of year	2021-12-31	$14,814
Participant contributions at beginning of year	2021-12-31	$3,321
Total non interest bearing cash at end of year	2021-12-31	$1,525
Total non interest bearing cash at beginning of year	2021-12-31	$672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$203,166
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,780,367
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,577,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,762,836
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,573,208
Interest on participant loans	2021-12-31	$588
Net investment gain/loss from pooled separate accounts	2021-12-31	$210,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$13,097
Employer contributions (assets) at end of year	2021-12-31	$1,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$146,081
Contract administrator fees	2021-12-31	$1,005
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2021-12-31	721396621
2012 : ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$121,876
Expenses. Total of all expenses incurred	2012-12-31	$74,930
Benefits paid (including direct rollovers)	2012-12-31	$74,930
Total plan assets at end of year	2012-12-31	$759,263
Total plan assets at beginning of year	2012-12-31	$712,317
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$51,223
Other income received	2012-12-31	$69,912
Net income (gross income less expenses)	2012-12-31	$46,946
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$759,263
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$712,317
Assets. Value of participant loans	2012-12-31	$5,460
Total contributions received or receivable from employer(s)	2012-12-31	$741
2011 : ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$63,570
Expenses. Total of all expenses incurred	2011-12-31	$74,442
Benefits paid (including direct rollovers)	2011-12-31	$74,442
Total plan assets at end of year	2011-12-31	$712,317
Total plan assets at beginning of year	2011-12-31	$723,189
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$59,544
Other income received	2011-12-31	$2,624
Net income (gross income less expenses)	2011-12-31	$-10,872
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$712,317
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$723,189
Assets. Value of participant loans	2011-12-31	$1,785
Total contributions received or receivable from employer(s)	2011-12-31	$1,402
2010 : ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$123,311
Expenses. Total of all expenses incurred	2010-12-31	$69,393
Benefits paid (including direct rollovers)	2010-12-31	$69,393
Total plan assets at end of year	2010-12-31	$723,189
Total plan assets at beginning of year	2010-12-31	$669,271
Value of fidelity bond covering the plan	2010-12-31	$250,000
Assets. Value of tangible personal property	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$67,969
Other income received	2010-12-31	$54,344
Net income (gross income less expenses)	2010-12-31	$53,918
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$723,189
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$669,271
Assets. Value of participant loans	2010-12-31	$2,191
Total contributions received or receivable from employer(s)	2010-12-31	$998

Form 5500 Responses for ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN

2022: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2012: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ST. IVES COUNTRY CLUB 401(K)PROFIT SHARING 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

110208

Policy instance

Insurance contract or identification number	110208
Number of Individuals Covered	121
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,347
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	1545
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

110208

Policy instance

Insurance contract or identification number	110208
Number of Individuals Covered	129
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,588
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	843
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

Potentially related plans

ST. IVES RESORT 401(K) PLAN [EIN = 830457545]

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Company Name:	ST. IVES COUNTRY CLUB
Employer identification number (EIN):	581747071
NAIC Classification:	713900