Plan Ledger DOL Form 5500 · updated monthly

Birnam Wood Golf Club401(k)

BIRNAM WOOD GOLF CLUB 401(K) PROFIT SHARING PLAN · SANTA BARBARA, CA · plan year 2023

Employer contribution per participant · 2023
$1,338

Birnam Wood Golf Club's 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $9,096,432 across 114 participant accounts, with employer contributions averaging $1,338 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (5,707th of 9,483), and 714th of 1,311 in arts, entertainment & recreation. In 2023, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,096,432
Participants with balances114
Active participants160
Employer contributions$214,012
Employee contributions$449,870
Employer contribution per active participant$1,338
Average account balance$79,793
Benefits paid to participants$418,405
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$9.1M · 114 accts · $214K emplr
2022$7.2M · 102 accts · $193K emplr
Administrative expenses, itemized · 2023
Investment management$108
Total administrative-$109
The Birnam Wood Golf Club 401(k) match · 2023
Employer contribution per active participant$1,338
Median for plans this size$1,308
2023$1,338 per active participant
2022$1,789 per active participant

Birnam Wood Golf Club's 2023 employer contribution ran above the $1,308 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Service providers · 20231
FIDELITY WORKPLACE SERVICES LLC · Plan administrator · Trustee (discretionary)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023Not separately reported
2022$1,387 · 0.02%
Similar plansArts, Entertainment & Recreation · California
Brentwood Country Club CA$9.9M · 0.03%
Uss Midway Museum CA$9.7M · 0.55%
Newport Diversified, Inc. CA$9.6M · 0.20%
Seiu Local 521 CA$9.4M · 0.05%
Earthquakes Soccer LLC CA$8.9M · 0.07%
Round Hill Country Club CA$8.9M · 0.18%
Old Globe Theatre CA$8.8M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952457897 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.