Retirement plan

SPRING LAKE GOLF CLUB 401(K) PLAN

Name: SPRING LAKE GOLF CLUB - SPRING LAKE GOLF CLUB 401(K) PLAN (2025) Form 5500
Creator: SPRING LAKE GOLF CLUB
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPRING LAKE GOLF CLUB 401(K) PLAN, SPRING LAKE GOLF CLUB

SPRING LAKE GOLF CLUBEIN 22-1982858Plan #001PY 2025

901 WARREN AVENUE - SPRING LAKE, NJ 07762732-449-8100springlakegolfclub.netLinkedIn51-200 employeescivic & social organization

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$845K

+33.0% from 2024

Total participants

101

+11.0% from 2024

Average account balance

$36,760

+33.0% from 2024

Annual return

13.81%

+0.17 pp from 2024

Benchmarks

See 2,531 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,531 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$845K

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

23.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$125K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+13.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$158

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 codes2E2J2F2G3D

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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$37 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.429%

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

$36,760

$52,353-29.8%

$120,225-69.4%

$82,448-55.4%

Participation rate

19.6%

58.3%-38.7pp

69.6%-50.0pp

68.1%-48.5pp

Annual return

13.81%

61.85%-48.0pp

439.23%-425.4pp

41.64%-27.8pp

Employer contribution / active EE

$262

$1,510-82.7%

$3,475-92.5%

$2,551-89.7%

Participant deferral / active EE

$1,027

$2,627-60.9%

$3,999-74.3%

$4,139-75.2%

Admin fee / account holder

$158

$4,363-96.4%

$5,696-97.2%

$7,234-97.8%

SPRING LAKE GOLF CLUB 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPRING LAKE GOLF CLUB 401(K) 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