Old Waverly Golf Club 401(K) Plan — Form 5500 plan (Waverly Partners, L.P.)
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, Old Waverly Golf Club 401(K) Plan is a benefit plan reported by Waverly Partners, L.P. under EIN 64-0842804 and plan number 001. The latest loaded filing year is 2023. The filing reports 83 participants and $3,051,406 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Waverly Partners, L.P.
- EIN
- 64-0842804
- Plan number
- 001
- Plan type
- 2
- Location
- West Point, MS
- Latest filing year
- 2023
- Participants
- 83
- End-of-year plan assets
- $3,051,406
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 83 | I | 20240711091217NAL0018127457001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,051,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,051,406
- Net assets (BOY)
- $2,606,556
Income & contributions
- Employer contributions
- $47,477
- Participant contributions
- $109,929
- Total income / additions
- $594,093
Expenses & distributions
- Benefits paid
- $125,347
- Administrative expenses
- $21,207
- Total expenses
- $149,243
- Net increase / (decrease)
- $444,850
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.