2023 Form 5500 filing — Z-Golf Course Food And Beverage Services, LLC 401k Profit Sharin
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913115636NAL0005949075001) for Z-Golf Course Food And Beverage Services, LLC 401k Profit Sharin, reported by Z-Golf Course Food And Beverage under EIN 77-0528139 and plan number 001. It reports 562 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913115636NAL0005949075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Z-Golf Course Food And Beverage
- EIN
- 77-0528139
- Plan number
- 001
- Location
- Temecula, CA
- Participants
- 562
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,004,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,004,569
- Employer contributions
- $726,565
- Participant contributions
- $1,361,759
- Total income / additions
- $3,982,188
- Benefits paid
- $554,623
- Administrative expenses
- $57,619
- Total expenses
- $633,078
- Net increase / (decrease)
- $3,349,110
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT/FINANCIAL ADVI | $51,131 | $0 |
| Adp, Inc. | RECORD KEEPER | $6,487 | $0 |