New Sandy Burr Country Club, INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: New Sandy Burr Country Club, INC.
  • Sponsor EIN: 041667285
  • Sponsor Address: 103 COCHITUATE RD., WAYLAND, MA, 01778
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $2.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202310$2.0M$57,916$71,390
202222$1.7M$33,372$68,833

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