401k Plan data: EATON COUNTRY CLUB 401(K) PLAN plan

EATON COUNTRY CLUB 401(K) PLAN 401k Plan overview

Plan Name	EATON COUNTRY CLUB 401(K) PLAN
Plan identification number	001

EATON COUNTRY CLUB 401(K) 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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name: EATON COUNTRY CLUB

Employer identification number (EIN): 840583821

NAIC Classification: 713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EATON COUNTRY CLUB 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 STEPHANIE SCOTT 2023-06-19
001 2021-01-01 STEPHANIE SCOTT 2022-06-03
001 2020-01-01 STEPHANIE SCOTT 2021-09-07
001 2019-01-01 MISTY WELSH 2020-07-14
001 2019-01-01 MISTY WELSH 2020-08-03
001 2018-01-01 MISTY WELSH 2019-09-23
001 2017-01-01 MISTY WELSH 2018-07-03
001 2016-01-01 JAN BARTHEL 2017-10-13
001 2015-01-01 SHELLY BOWDEN 2016-06-20
001 2014-01-01 SHELLY BOWDEN 2015-07-10
001 2013-01-01 SHELLY BOWDEN 2014-11-10
001 2012-01-01 RICK COLE 2013-05-24 RICK COLE 2013-05-24
001 2011-01-01 RICK COLE RICK COLE 2012-06-26
001 2009-01-01 RICK COLE 2010-05-01 RICK COLE 2010-05-01
001 2008-01-01 RICK COLE 2010-05-06 RICK COLE 2010-05-06
001 2006-01-01 RICK COLE 2010-05-06 RICK COLE 2010-05-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	STEPHANIE SCOTT	2023-06-19
001	2021-01-01	STEPHANIE SCOTT	2022-06-03
001	2020-01-01	STEPHANIE SCOTT	2021-09-07
001	2019-01-01	MISTY WELSH	2020-07-14
001	2019-01-01	MISTY WELSH	2020-08-03
001	2018-01-01	MISTY WELSH	2019-09-23
001	2017-01-01	MISTY WELSH	2018-07-03
001	2016-01-01	JAN BARTHEL	2017-10-13
001	2015-01-01	SHELLY BOWDEN	2016-06-20
001	2014-01-01	SHELLY BOWDEN	2015-07-10
001	2013-01-01	SHELLY BOWDEN	2014-11-10
001	2012-01-01	RICK COLE	2013-05-24	RICK COLE	2013-05-24
001	2011-01-01	RICK COLE		RICK COLE	2012-06-26
001	2009-01-01	RICK COLE	2010-05-01	RICK COLE	2010-05-01
001	2008-01-01	RICK COLE	2010-05-06	RICK COLE	2010-05-06
001	2006-01-01	RICK COLE	2010-05-06	RICK COLE	2010-05-06

Plan Statistics for EATON COUNTRY CLUB 401(K) PLAN

401k plan membership statisitcs for EATON COUNTRY CLUB 401(K) PLAN

Measure Date Value
2011: EATON COUNTRY CLUB 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 24
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 2
Total of all active and inactive participants 2011-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 26
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: EATON COUNTRY CLUB 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Total of all active and inactive participants 2009-01-01 8
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
2008: EATON COUNTRY CLUB 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 8
Number of retired or separated participants receiving benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 8
Total participants 2008-01-01 8
Number of participants with account balances 2008-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
Number of employers contributing to the scheme 2008-01-01 0
2006: EATON COUNTRY CLUB 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 8
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 0
Total of all active and inactive participants 2006-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 8
Number of participants with account balances 2006-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0
Number of employers contributing to the scheme 2006-01-01 0

Measure	Date	Value
2011: EATON COUNTRY CLUB 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	24
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	2
Total of all active and inactive participants	2011-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	26
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: EATON COUNTRY CLUB 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Total of all active and inactive participants	2009-01-01	8
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
2008: EATON COUNTRY CLUB 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	8
Number of retired or separated participants receiving benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	8
Total participants	2008-01-01	8
Number of participants with account balances	2008-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
Number of employers contributing to the scheme	2008-01-01	0
2006: EATON COUNTRY CLUB 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	8
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	0
Total of all active and inactive participants	2006-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	8
Number of participants with account balances	2006-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0
Number of employers contributing to the scheme	2006-01-01	0

Financial Data on EATON COUNTRY CLUB 401(K) PLAN

Measure	Date	Value
2011 : EATON COUNTRY CLUB 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$10,929
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$359,183
Total plan assets at beginning of year	2011-12-31	$348,254
Value of fidelity bond covering the plan	2011-12-31	$80,000
Total contributions received or receivable from participants	2011-12-31	$39,900
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-28,971
Net income (gross income less expenses)	2011-12-31	$10,929
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$359,183
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$348,254
Total contributions received or receivable from employer(s)	2011-12-31	$0
2010 : EATON COUNTRY CLUB 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$93,107
Expenses. Total of all expenses incurred	2010-12-31	$160
Total plan assets at end of year	2010-12-31	$348,254
Total plan assets at beginning of year	2010-12-31	$255,307
Total contributions received or receivable from participants	2010-12-31	$39,081
Other income received	2010-12-31	$54,026
Net income (gross income less expenses)	2010-12-31	$92,947
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$348,254
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$255,307
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$160
2008 : EATON COUNTRY CLUB 401(K) PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$-39,313
Expenses. Total of all expenses incurred	2008-12-31	$160
Total plan assets at end of year	2008-12-31	$149,999
Total plan assets at beginning of year	2008-12-31	$189,472
Total contributions received or receivable from participants	2008-12-31	$46,122
Other income received	2008-12-31	$-85,435
Net income (gross income less expenses)	2008-12-31	$-39,473
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$149,999
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$189,472
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$160
2007 : EATON COUNTRY CLUB 401(K) PLAN 2007 401k financial data
Total income from all sources	2007-12-31	$50,701
Expenses. Total of all expenses incurred	2007-12-31	$16,068
Benefits paid (including direct rollovers)	2007-12-31	$15,908
Total plan assets at end of year	2007-12-31	$189,472
Total plan assets at beginning of year	2007-12-31	$154,839
Total contributions received or receivable from participants	2007-12-31	$43,729
Other income received	2007-12-31	$6,972
Net income (gross income less expenses)	2007-12-31	$34,633
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$189,472
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$154,839
Expenses. Administrative service providers (salaries,fees and commissions)	2007-12-31	$160

Form 5500 Responses for EATON COUNTRY CLUB 401(K) PLAN

2011: EATON COUNTRY CLUB 401(K) 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
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EATON COUNTRY CLUB 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: EATON COUNTRY CLUB 401(K) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2006: EATON COUNTRY CLUB 401(K) PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

FNA8

Policy instance

Insurance contract or identification number	FNA8
Number of Individuals Covered	11
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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Company Name:	EATON COUNTRY CLUB
Employer identification number (EIN):	840583821
NAIC Classification:	713900