Clifton, Ezell & Clifton Golf Design Group, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Clifton, Ezell & Clifton Golf Design Group, LLC)
Plain-English plan 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, Clifton, Ezell & Clifton Golf Design Group, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Clifton, Ezell & Clifton Golf Design Group, LLC under EIN 20-5038654 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $5,358,519 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clifton, Ezell & Clifton Golf Design Group, LLC
- EIN
- 20-5038654
- Plan number
- 001
- Plan type
- 2
- Location
- Apopka, FL
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $5,358,519
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20241009184309NAL0018930705001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,358,519
- Net assets (EOY)
- $5,358,519
- Net assets (BOY)
- $4,660,036
Income & contributions
- Employer contributions
- $60,764
- Participant contributions
- $85,000
- Total income / additions
- $702,596
Expenses & distributions
- Administrative expenses
- $4,113
- Total expenses
- $4,113
- Net increase / (decrease)
- $698,483
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.