401(k)
2022 plan-year 401(k) DOL Form 5500

The Lakes Country Club Association, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by The Lakes Country Club Association, Inc. ยท California ยท Arts, Entertainment & Recreation

What the 2023 filing shows

The Lakes Country Club Association, Inc. 401(k) Plan holds $5M for 122 participants - about $39,229 per participant, up 22.7% over the 2022 plan year.

$5M
total plan assets (2022 EOY)
122
covered participants
$39,229
avg assets per participant
+22.7%
assets growth YoY
Total Assets (2023)
$5M
Participants
122
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About The Lakes Country Club Association, Inc. 401(k) Plan

The Lakes Country Club Association, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by The Lakes Country Club Association, Inc., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 122 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 953792265, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2022 to $5M at year-end โ€” a gain of 22.7%. Net assets (after liabilities) closed the year at $5M, with reported net income of $886K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$886K
Plan Type401(k)
Employer EIN953792265
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lakes Country Club Association, Inc.)

Year Plans Participants Total Assets
2022 1 122 $5M
2023 1 179 $6M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the The Lakes Country Club Association, Inc. 401(k) Plan?
As of the 2022 Form 5500 filing, The Lakes Country Club Association, Inc. 401(k) Plan holds $5M in total assets with 122 participants. It is sponsored by The Lakes Country Club Association, Inc..
What type of plan is The Lakes Country Club Association, Inc. 401(k) Plan?
The Lakes Country Club Association, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2012-01-01. The plan is filed with the U.S. Department of Labor under EIN 953792265.
Who sponsors the The Lakes Country Club Association, Inc. 401(k) Plan?
The Lakes Country Club Association, Inc. 401(k) Plan is sponsored by The Lakes Country Club Association, Inc., located in California. The sponsor's EIN is 953792265 and the plan operates in the Arts, Entertainment & Recreation industry.
How did The Lakes Country Club Association, Inc. 401(k) Plan perform in 2022?
The Lakes Country Club Association, Inc. 401(k) Plan grew by 22.7% during 2022, moving from $4M to $5M in total assets. Net income was $886K.
Where can I find official filings for The Lakes Country Club Association, Inc. 401(k) Plan?
Official Form 5500 filings for The Lakes Country Club Association, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 953792265 or plan name at efast.dol.gov.
How does The Lakes Country Club Association, Inc. 401(k) Plan compare to other plans?
You can compare The Lakes Country Club Association, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 953792265.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.