Pga Tour Employees Retirement Plan — Form 5500 plan (Pga Tour, Inc.)
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, Pga Tour Employees Retirement Plan is a benefit plan reported by Pga Tour, Inc. under EIN 52-0999206 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,349 participants and $307,203,632 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pga Tour, Inc.
- EIN
- 52-0999206
- Plan number
- 001
- Plan type
- 2
- Location
- Ponte Vedra Beach, FL
- Latest filing year
- 2023
- Participants
- 2,349
- End-of-year plan assets
- $307,203,632
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,349 | H, C | 20241010134902NAL0021092833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $307,203,632
- Net assets (EOY)
- $307,203,632
- Net assets (BOY)
- $271,215,402
Income & contributions
- Employer contributions
- $14,592,915
- Total contributions
- $14,592,915
- Total income / additions
- $50,840,256
Expenses & distributions
- Benefits paid
- $14,443,010
- Administrative expenses
- $409,016
- Total expenses
- $14,852,026
- Net increase / (decrease)
- $35,988,230
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $106,068 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, LLC | NONE | $69,000 | not reported in the loaded dataset | 2023 |
| Assurance Dimensions | NONE | $9,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pga Tour, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Ponte Vedra Beach, FL
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Assurance Dimensions — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation