Original filing (PDF)20240509145414NAL0050796818001

BERKELEY CITY CLUB

Name: BERKELEY CITY CLUB — BERKELEY CITY CLUB 401(K) PLAN, Form 5500 (2023)
Creator: BERKELEY CITY CLUB

Form 5500-SF

FILING_RECEIVED

BERKELEY CITY CLUB 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$279K

Net assets (EOY)

$279K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 BERKELEY CITY CLUB.

Plan sponsor

Name

BERKELEY CITY CLUB

EIN

92-6038464

Address

2315 DURANT AVENUE · BERKELEY, CA · 94704

Phone

(510) 848-7800

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

HIGHLAND PARK HOLISTIC PSYCHOTHERAPY

HIGHLAND PARK HOLISTIC PSYCHOTHERAPY 401(K) PLAN

$279K · 6 participants

CALANDRA DEVELOPMENT CORP.

TEAM CALANDRA 401(K)

$280K · 348 participants

WASHINGTON MOTEL, INC.

WASHINGTON MOTEL, INC. PROFIT SHARING PLAN

$280K

LA BEAU, INC.

LA BEAU, INC. 401(K) PROFIT SHARING PLAN & TRUST

$280K · 17 participants

THE HOMESTEAD, L.C.

THE HOMESTEAD RETIREMENT PLAN

$281K