2023 Form 5500 filing — Northern California Golf Association/Poppy Holding, Inc. 401(K) Plan

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 20240923153033NAL0023850914001) for Northern California Golf Association/Poppy Holding, Inc. 401(K) Plan, reported by Northern California Golf Association under EIN 94-1371594 and plan number 002. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.9MReported net assets$19,948,751
Participants197
Provider compensation$6171 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923153033NAL0023850914001
Plan sponsor
Northern California Golf Association
EIN
94-1371594
Plan number
002
Location
Pebble Beach, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.9M total assets
Net assets$19.9MLiabilities$0
Money in vs. money out
Total income / additions$4.9M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$1.2M
Participant$866.9K
Full reported line items
Total assets (EOY)
$19,948,751
Total liabilities (EOY)
$0
Net assets (EOY)
$19,948,751
Employer contributions
$1,182,555
Participant contributions
$866,870
Total income / additions
$4,911,943
Benefits paid
$1,521,333
Administrative expenses
$617
Total expenses
$1,521,950
Net increase / (decrease)
$3,389,993

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$617$0

Related Form 5500 pages