2023 Form 5500 filing — Myers Park Country Club 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 20240924103902NAL0012825425002) for Myers Park Country Club 401(K) Plan, reported by Myers Park Country Club under EIN 56-0333840 and plan number 003. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924103902NAL0012825425002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Myers Park Country Club
- EIN
- 56-0333840
- Plan number
- 003
- Location
- Charlotte, NC
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,523,223
- Net assets (EOY)
- $6,523,223
- Employer contributions
- $198,228
- Participant contributions
- $432,622
- Total income / additions
- $1,472,749
- Benefits paid
- $287,234
- Administrative expenses
- $43,880
- Total expenses
- $331,114
- Net increase / (decrease)
- $1,141,635
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISORY-PLAN | $25,000 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $18,880 | $0 |