Sunbelt Golf Corporation 401k Retirement Plan — Form 5500 plan (Sunbelt Golf Corporation)
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, Sunbelt Golf Corporation 401k Retirement Plan is a benefit plan reported by Sunbelt Golf Corporation under EIN 63-1028278 and plan number 001. The latest loaded filing year is 2023. The filing reports 608 participants and $10,069,823 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunbelt Golf Corporation
- EIN
- 63-1028278
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 608
- End-of-year plan assets
- $10,069,823
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 608 | H, C | 20241014174541NAL0026867425004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,069,823
- Net assets (EOY)
- $10,069,823
- Net assets (BOY)
- $9,306,127
Income & contributions
- Employer contributions
- $235,790
- Participant contributions
- $596,748
- Total contributions
- $832,538
- Total income / additions
- $2,270,259
Expenses & distributions
- Benefits paid
- $1,446,221
- Administrative expenses
- $3,279
- Total expenses
- $1,506,563
- Net increase / (decrease)
- $763,696
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nbc Securities Inc | OTHER SERVICES | $0 | $15,306 | 2023 |