Pga Tour Employees Savings 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 Savings Plan is a benefit plan reported by Pga Tour, Inc under EIN 52-0999206 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,071 participants and $244,277,576 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
- 002
- Plan type
- 2
- Location
- Ponte Vedra Beach, FL
- Latest filing year
- 2023
- Participants
- 4,071
- End-of-year plan assets
- $244,277,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,071 | H, C | 20241010134603NAL0040888802001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $244,277,576
- Total liabilities (EOY)
- $17,732
- Net assets (EOY)
- $244,259,844
- Net assets (BOY)
- $198,507,730
Income & contributions
- Employer contributions
- $5,227,500
- Participant contributions
- $17,411,755
- Total contributions
- $25,690,235
- Total income / additions
- $62,371,455
Expenses & distributions
- Benefits paid
- $16,491,570
- Administrative expenses
- $127,771
- Total expenses
- $16,619,341
- Net increase / (decrease)
- $45,752,114
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Fiduciary Advisors LLC | NONE | $41,500 | not reported in the loaded dataset | 2023 |
| Fayez Sarofim & Co | NONE | $36,818 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services Inc | NONE | $28,851 | not reported in the loaded dataset | 2023 |
| Assurance Dimensions | NONE | $8,000 | 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
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- Fayez Sarofim & Co — Schedule C compensation
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Assurance Dimensions — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation