Montgomery Country Club & Beauvoir Club401(k)
MONTGOMERY COUNTRY CLUB 401(K) RETIREMENT PLAN · MONTGOMERY, AL · plan year 2022
Montgomery Country Club & Beauvoir Club's 2022 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 $3,446,309 across 64 participant accounts, with employer contributions averaging $673 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 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Alabama (715th of 902), and 1,036th of 1,311 in arts, entertainment & recreation. In 2022, employees put in $3.50 for every $1.00 the employer contributed.
Montgomery Country Club & Beauvoir Club's 2022 employer contribution ran below the $1,114 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.
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Source: U.S. Department of Labor, Form 5500 series, EIN 630017930 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.