Golftec 401(K) Plan — Form 5500 plan (Golftec Management 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, Golftec 401(K) Plan is a benefit plan reported by Golftec Management LLC under EIN 26-1545931 and plan number 001. The latest loaded filing year is 2023. The filing reports 926 participants and $23,390,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Golftec Management LLC
- EIN
- 26-1545931
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood, CO
- Latest filing year
- 2023
- Participants
- 926
- End-of-year plan assets
- $23,390,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 926 | H, C | 20241002153438NAL0004984627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,390,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,390,057
- Net assets (BOY)
- $16,357,387
Income & contributions
- Employer contributions
- $752,229
- Participant contributions
- $3,510,749
- Total contributions
- $5,040,204
- Total income / additions
- $8,427,663
Expenses & distributions
- Benefits paid
- $1,262,695
- Administrative expenses
- $132,298
- Total expenses
- $1,394,993
- Net increase / (decrease)
- $7,032,670
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $132,297 | $0 | 2023 |
| Sageview Advisory Consulting Group | INVESTMENT ADVISORY | $0 | $39,445 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Golftec Management LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Englewood, CO
- Principal Life Insurance Company — Schedule C compensation
- Sageview Advisory Consulting Group — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation