Cdn Golf Management Inc. 401(K) Plan — Form 5500 plan (Cdn Golf Management 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, Cdn Golf Management Inc. 401(K) Plan is a benefit plan reported by Cdn Golf Management Inc. under EIN 88-3302411 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $4,322,754 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cdn Golf Management Inc.
- EIN
- 88-3302411
- Plan number
- 001
- Plan type
- 2
- Location
- Brooksville, FL
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $4,322,754
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20241014114904NAL0013229283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,322,754
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,322,754
- Net assets (BOY)
- $3,412,365
Income & contributions
- Employer contributions
- $190,369
- Participant contributions
- $302,379
- Total contributions
- $528,310
- Total income / additions
- $1,110,966
Expenses & distributions
- Benefits paid
- $171,918
- Administrative expenses
- $31,487
- Total expenses
- $203,405
- Net increase / (decrease)
- $907,561
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,487 | $0 | 2023 |
| Cerity Partners Retirement Plan Adv | INVESTMENT ADVISORY | $0 | $8,668 | 2023 |