Z-Golf Course Food And Beverage Services, LLC 401k Profit Sharin — Form 5500 plan (Z-Golf Course Food And Beverage)

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, Z-Golf Course Food And Beverage Services, LLC 401k Profit Sharin is a benefit plan reported by Z-Golf Course Food And Beverage under EIN 77-0528139 and plan number 001. The latest loaded filing year is 2023. The filing reports 562 participants and $13,004,569 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Z-Golf Course Food And Beverage
EIN
77-0528139
Plan number
001
Plan type
2
Location
Temecula, CA
Latest filing year
2023
Participants
562
End-of-year plan assets
$13,004,569

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023562H, C20240913115636NAL0005949075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,004,569
Total liabilities (EOY)
$0
Net assets (EOY)
$13,004,569
Net assets (BOY)
$9,655,459

Income & contributions

Employer contributions
$726,565
Participant contributions
$1,361,759
Total contributions
$2,156,388
Total income / additions
$3,982,188

Expenses & distributions

Benefits paid
$554,623
Administrative expenses
$57,619
Total expenses
$633,078
Net increase / (decrease)
$3,349,110

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialINVESTMENT/FINANCIAL ADVI$51,131$02023
Adp, Inc.RECORD KEEPER$6,487$02023

Related Form 5500 pages