Myers Park Country Club 401(K) Plan — Form 5500 plan (Myers Park Country Club)
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, Myers Park Country Club 401(K) Plan is a benefit plan reported by Myers Park Country Club under EIN 56-0333840 and plan number 003. The latest loaded filing year is 2023. The filing reports 221 participants and $6,523,223 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Myers Park Country Club
- EIN
- 56-0333840
- Plan number
- 003
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $6,523,223
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20240924103902NAL0012825425002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,523,223
- Net assets (EOY)
- $6,523,223
- Net assets (BOY)
- $5,381,588
Income & contributions
- Employer contributions
- $198,228
- Participant contributions
- $432,622
- Total contributions
- $633,159
- Total income / additions
- $1,472,749
Expenses & distributions
- Benefits paid
- $287,234
- Administrative expenses
- $43,880
- Total expenses
- $331,114
- Net increase / (decrease)
- $1,141,635
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISORY-PLAN | $25,000 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $18,880 | $0 | 2023 |