Original filing (PDF)20250905101400NAL0010285891001

THE CONGRESS LAKE COMPANY

Name: THE CONGRESS LAKE COMPANY — THE CONGRESS LAKE COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: THE CONGRESS LAKE COMPANY

Form 5500-SF

FILING_RECEIVED

THE CONGRESS LAKE COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CONGRESS LAKE COMPANY.

Plan sponsor

Name

THE CONGRESS LAKE COMPANY

EIN

34-0160950

Address

1 EAST DR. NE · HARTVILLE, OH · 44632

Phone

(330) 877-9318

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Arts, Entertainment, Recreation plans

WHITE EVENT GROUP LLC

WHITE DOOR EVENTS CASH BALANCE PENSION PLAN

$2.2M · 25 participants

CYPRESS WOODS GOLF & COUNTRY C

CYPRESS WOODS GOLF & COUNTRY C 401(K) PROFIT SHARING PLAN & TRUST

$2.2M · 70 participants

SAHALEE COUNTRY CLUB

SAHALEE COUNTRY CLUB 401(K) PLAN

$2.2M · 85 participants

CHERRY HILL, INC.

CHERRY HILL, INC. 401(K) PROFIT SHARING PLAN

$2.2M · 9 participants

WAVERLY OAKS GOLF CLUB, INC.

WAVERLY OAKS GOLF CLUB, INC. CASH BALANCE PENSION PLAN