2023 Form 5500 filing — Mcconnell Golf 401(K) Profit Sharing 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 20241009092420NAL0009068643001) for Mcconnell Golf 401(K) Profit Sharing Plan, reported by Mcconnell Golf, LLC under EIN 20-8350566 and plan number 001. It reports 539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009092420NAL0009068643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mcconnell Golf, LLC
- EIN
- 20-8350566
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,829,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,829,231
- Employer contributions
- $256,367
- Participant contributions
- $804,783
- Total income / additions
- $2,513,897
- Benefits paid
- $250,935
- Administrative expenses
- $82,926
- Total expenses
- $355,058
- Net increase / (decrease)
- $2,158,839
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | INVESTMENT ADVISOR | $60,618 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $19,534 | $0 |
| Qrps, Inc. | CONTRACT ADMIN | $2,702 | $5,055 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,726 | not reported in the loaded dataset |