San Jose Country Club, Inc. 401(k) Plan (terminated 2022): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2022. Assets moved to the CLUB RETIREMENT PLAN (sponsored by THE CLUB MANAGEMENT ASSOCIATION OF AMERICA). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the CLUB RETIREMENT PLAN →

San Jose Country Club, Inc. 401(k) Plan Facts (plan year 2022)

Plan name
SAN JOSE COUNTRY CLUB PENSION PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SAN JOSE COUNTRY CLUB, INC.
Participants
95
Employer contributions
$34,354 in plan year 2022 (20% of all contributions)
Plan year
Jan 1, 2022 – Dec 9, 2022
Plan established
Jan 1, 1976
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2022 (Jan 1, 2022 – Dec 9, 2022), filed Jul 24, 2023. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2022

  • $170,283 went into the plan in contributions, $34,354 of it from the employer (20%).
  • $349,479 was paid out to participants.

How the San Jose Country Club, Inc. 401(k) changed, 2017–2022

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2017118$2.27 million$22,379$353,133
2018115$1.91 million$27,213$344,397
2019122$2.02 million$0$336,201
2020109$2.38 million$27,274$140,440
2021108$2.61 million$26,656$158,405
2022 (final)95$0$34,354$349,479

San Jose Country Club, Inc. 401(k) Contact Information

Phone
904-733-2020
Mailing address
7529 SAN JOSE BOULEVARD, JACKSONVILLE FL 32217
Plan sponsor
SAN JOSE COUNTRY CLUB, INC.
Employer identification number (EIN)
59-0587258
Plan number
001

Questions about the San Jose Country Club, Inc. 401(k)

Is the San Jose Country Club, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2022. Its assets were transferred to the CLUB RETIREMENT PLAN.

Does San Jose Country Club, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2022 the employer contributed $34,354, 20% of all contributions.

Does the San Jose Country Club, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the San Jose Country Club, Inc 401(k) plan?

95 participants at the start of plan year 2022.

Who manages the San Jose Country Club, Inc 401(k) accounts?

John Hancock is the plan's recordkeeper, which is where participants log in to see their balance.

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