Retirement plan

GOLF CLUB OF AVON PROFIT SHARING PLAN

Name: GOLF CLUB OF AVON - GOLF CLUB OF AVON PROFIT SHARING PLAN (2025) Form 5500
Creator: GOLF CLUB OF AVON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOLF CLUB OF AVON PROFIT SHARING PLAN, GOLF CLUB OF AVON

GOLF CLUB OF AVONEIN 06-0294660Plan #001PY 2025

160 COUNTRY CLUB ROAD - AVON, CT 06001860-673-3216golfclubofavon.comLinkedIn11-50 employeeshospitality

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+3.0% from 2024

Total participants

-19.3% from 2024

Average account balance

$53,088

+25.6% from 2024

Annual return

18.43%

+2.78 pp from 2024

Benchmarks

See 572 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort572 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.18M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$53K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

136.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$136K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.43%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$11331

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2G2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$465K

$15486 / participant

Other / not subdivided$465K100.0%

% of EOY assets

21.344%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,088

$65,961-19.5%

$180,320-70.6%

$94,015-43.5%

Participation rate

83.3%

61.3%+22.1pp

71.5%+11.8pp

70.8%+12.5pp

Annual return

18.43%

14.27%+4.2pp

778.54%-760.1pp

17.84%+0.6pp

Employer contribution / active EE

$1,929

$1,737+11.0%

$4,108-53.0%

$2,790-30.9%

Participant deferral / active EE

$2,606

$3,003-13.2%

$4,304-39.5%

$4,249-38.7%

Admin fee / account holder

$11,331

$4,901+131.2%

$10,000+13.3%

$8,951+26.6%

GOLF CLUB OF AVON PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GOLF CLUB OF AVON PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion