Mcconnell Golf 401(K) Profit Sharing Plan — Form 5500 plan (Mcconnell Golf, 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, Mcconnell Golf 401(K) Profit Sharing Plan is a benefit plan reported by Mcconnell Golf, LLC under EIN 20-8350566 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $11,829,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcconnell Golf, LLC
- EIN
- 20-8350566
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 539
- End-of-year plan assets
- $11,829,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 539 | H, C | 20241009092420NAL0009068643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,829,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,829,231
- Net assets (BOY)
- $9,670,392
Income & contributions
- Employer contributions
- $256,367
- Participant contributions
- $804,783
- Total contributions
- $1,061,150
- Total income / additions
- $2,513,897
Expenses & distributions
- Benefits paid
- $250,935
- Administrative expenses
- $82,926
- Total expenses
- $355,058
- Net increase / (decrease)
- $2,158,839
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | INVESTMENT ADVISOR | $60,618 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $19,534 | $0 | 2023 |
| Qrps, Inc. | CONTRACT ADMIN | $2,702 | $5,055 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,726 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mcconnell Golf, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Merrill Lynch Pierce Fenner Smith — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Qrps, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation