Pine Valley Golf Club retirement plan: assets, participants and fees
What Pine Valley Golf Club's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Price Waterhouse Coopers (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 53 pension plans in arts, entertainment, and recreation with 100 to 499 participants.
| Pine Valley Golf Club: employer contribution per participant | $2,370 | |
| Peer median | $2,807 |
| Pine Valley Golf Club: average balance | $80,714 | |
| Peer median | $109,539 |
| Pine Valley Golf Club: admin expenses ÷ assets | 0.36% | |
| Peer median | 0.88% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $14.6M at the end of plan year 2021 to $17M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 211 | $17M | $500K | $2,370 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 208 | $14.8M | $500K | $2,404 | 0.38% | Not published | Form 5500 ↗ |
| 2022 | 179 | $12.4M | $500K | $2,793 | 0.38% | Not published | Form 5500 ↗ |
| 2021 | 177 | $14.6M | $500K | $2,825 | 0.39% | Not published | Form 5500 ↗ |
Common questions
Does Pine Valley Golf Club match 401(k) contributions?
The match terms for the Pine Valley Golf Club, Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $500K in employer contributions, about $2,370 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pine Valley Golf Club 401(k) match vested?
The vesting schedule for the Pine Valley Golf Club, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pine Valley Golf Club 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Pine Valley Golf Club, Inc..
I left Pine Valley Golf Club. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pine Valley Golf Club, Inc., (856) 309-3213) or the recordkeeper, Principal Life Insurance Company. The Pine Valley Golf Club old 401(k) page lists the contacts from every plan filing. Find an old Pine Valley Golf Club 401(k)
Data from the public Form 5500 annual reports Pine Valley Golf Club filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Pine Valley Golf Club. Not financial advice. Report a correction · Methodology