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

OSWEGO LAKE COUNTRY CLUB 401(K) PLAN 401k Plan overview

Plan Name	OSWEGO LAKE COUNTRY CLUB 401(K) PLAN
Plan identification number	002

OSWEGO LAKE 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.

401k Sponsoring company profile

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

Company Name: OSWEGO LAKE COUNTRY CLUB

Employer identification number (EIN): 930244260

NAIC Classification: 713900

Additional information about OSWEGO LAKE COUNTRY CLUB

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2035-10-30

Company Identification Number: 3850310

Legal Registered Office Address: 20 IRON MTN BLVD

LAKE OSWEGO
United States of America (USA)
97034

More information about OSWEGO LAKE COUNTRY CLUB

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 BRYAN FISHER 2019-10-03
002 2017-01-01 BRYAN FISHER 2018-07-25
002 2016-01-01 THERESA BRUGATO 2017-08-03
002 2015-01-01 THERESA BRUGATO 2016-08-24
002 2014-01-01 THERESA BRUGATO 2015-07-17
002 2013-01-01 THERESA BRUGATO 2014-09-18
002 2012-01-01 THERESA BRUGATO 2013-09-26
002 2011-01-01 THERESA BRUGATO 2012-07-28
002 2010-01-01 ELIZABETH THRESHER 2011-04-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	BRYAN FISHER	2019-10-03
002	2017-01-01	BRYAN FISHER	2018-07-25
002	2016-01-01	THERESA BRUGATO	2017-08-03
002	2015-01-01	THERESA BRUGATO	2016-08-24
002	2014-01-01	THERESA BRUGATO	2015-07-17
002	2013-01-01	THERESA BRUGATO	2014-09-18
002	2012-01-01	THERESA BRUGATO	2013-09-26
002	2011-01-01	THERESA BRUGATO	2012-07-28
002	2010-01-01	ELIZABETH THRESHER	2011-04-15

Plan Statistics for OSWEGO LAKE COUNTRY CLUB 401(K) PLAN

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

Measure Date Value
2022: OSWEGO LAKE COUNTRY CLUB 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 46
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 61
Number of participants with account balances 2022-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: OSWEGO LAKE COUNTRY CLUB 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 49
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 13
Total of all active and inactive participants 2021-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 64
Number of participants with account balances 2021-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: OSWEGO LAKE COUNTRY CLUB 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 44
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 12
Total of all active and inactive participants 2020-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 57
Number of participants with account balances 2020-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: OSWEGO LAKE COUNTRY CLUB 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 64
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 74
Number of participants with account balances 2019-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: OSWEGO LAKE COUNTRY CLUB 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	46
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	61
Number of participants with account balances	2022-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: OSWEGO LAKE COUNTRY CLUB 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	49
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	13
Total of all active and inactive participants	2021-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	64
Number of participants with account balances	2021-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: OSWEGO LAKE COUNTRY CLUB 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	44
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	12
Total of all active and inactive participants	2020-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	57
Number of participants with account balances	2020-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: OSWEGO LAKE COUNTRY CLUB 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	64
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	74
Number of participants with account balances	2019-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on OSWEGO LAKE COUNTRY CLUB 401(K) PLAN

Measure	Date	Value
2022 : OSWEGO LAKE COUNTRY CLUB 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-348,986
Expenses. Total of all expenses incurred	2022-12-31	$121,485
Benefits paid (including direct rollovers)	2022-12-31	$112,748
Total plan assets at end of year	2022-12-31	$2,520,766
Total plan assets at beginning of year	2022-12-31	$2,991,237
Value of fidelity bond covering the plan	2022-12-31	$250,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$111,759
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-509,860
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-470,471
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,520,766
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,991,237
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$49,115
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$148
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$8,589
2021 : OSWEGO LAKE COUNTRY CLUB 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$531,579
Expenses. Total of all expenses incurred	2021-12-31	$137,584
Benefits paid (including direct rollovers)	2021-12-31	$128,472
Total plan assets at end of year	2021-12-31	$2,991,237
Total plan assets at beginning of year	2021-12-31	$2,597,242
Value of fidelity bond covering the plan	2021-12-31	$250,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$123,663
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$355,178
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$393,995
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,991,237
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,597,242
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$52,738
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$9,112
2020 : OSWEGO LAKE COUNTRY CLUB 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$712,845
Expenses. Total of all expenses incurred	2020-12-31	$219,251
Benefits paid (including direct rollovers)	2020-12-31	$212,467
Total plan assets at end of year	2020-12-31	$2,597,242
Total plan assets at beginning of year	2020-12-31	$2,103,648
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$115,568
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$170,532
Other income received	2020-12-31	$372,222
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$493,594
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,597,242
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,103,648
Total contributions received or receivable from employer(s)	2020-12-31	$54,523
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$6,784
2019 : OSWEGO LAKE COUNTRY CLUB 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$611
Total income from all sources	2019-12-31	$541,816
Expenses. Total of all expenses incurred	2019-12-31	$163,352
Benefits paid (including direct rollovers)	2019-12-31	$158,688
Total plan assets at end of year	2019-12-31	$2,103,648
Total plan assets at beginning of year	2019-12-31	$1,725,795
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$122,948
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$375,000
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$378,464
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,103,648
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,725,184
Total contributions received or receivable from employer(s)	2019-12-31	$43,868
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$4,664

Form 5500 Responses for OSWEGO LAKE COUNTRY CLUB 401(K) PLAN

2022: OSWEGO LAKE COUNTRY CLUB 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OSWEGO LAKE COUNTRY CLUB 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OSWEGO LAKE COUNTRY CLUB 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OSWEGO LAKE COUNTRY CLUB 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	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

72003

Policy instance

Insurance contract or identification number	72003
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-02-28
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $144
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?	Yes
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	144

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Company Name:	OSWEGO LAKE COUNTRY CLUB
Employer identification number (EIN):	930244260
NAIC Classification:	713900

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2035-10-30
Company Identification Number:	3850310
Legal Registered Office Address:	20 IRON MTN BLVD LAKE OSWEGO United States of America (USA) 97034