Roger Cleveland Golf Co., Inc. 401(K) Savings Plan — Form 5500 plan (Roger Cleveland Golf Co., 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, Roger Cleveland Golf Co., Inc. 401(K) Savings Plan is a benefit plan reported by Roger Cleveland Golf Co., Inc. under EIN 95-3838879 and plan number 001. The latest loaded filing year is 2023. The filing reports 554 participants and $45,026,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roger Cleveland Golf Co., Inc.
- EIN
- 95-3838879
- Plan number
- 001
- Plan type
- 2
- Location
- Huntington Beach, CA
- Latest filing year
- 2023
- Participants
- 554
- End-of-year plan assets
- $45,026,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 554 | H, C | 20241014191344NAL0015459443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,026,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,026,499
- Net assets (BOY)
- $37,232,089
Income & contributions
- Employer contributions
- $1,393,069
- Participant contributions
- $2,798,469
- Total contributions
- $4,584,911
- Total income / additions
- $11,435,472
Expenses & distributions
- Benefits paid
- $3,558,960
- Administrative expenses
- $82,102
- Total expenses
- $3,641,062
- Net increase / (decrease)
- $7,794,410
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sfg Retirement Plan Consulting, LLC | NONE | $48,333 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company N.A. | CUSTODIAN/RECORD-KEEPER | $35,190 | $0 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORD- KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roger Cleveland Golf Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Huntington Beach, CA
- Sfg Retirement Plan Consulting, LLC — Schedule C compensation
- Matrix Trust Company N.A. — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation