Onward Golf Resort Guam, Inc. 401(K) Plan — Form 5500 plan (Onward Golf Resort Guam, 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, Onward Golf Resort Guam, Inc. 401(K) Plan is a benefit plan reported by Onward Golf Resort Guam, Inc. under EIN 98-0097350 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $5,387,490 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.4MPlan net assets, end of year$5,387,490
Participants244Covered participants reported
Assets / participant$22.1KComputed: assets ÷ participants$22,080 (computed)
Provider compensation$19K2 Schedule C provider row(s)$18,964
- Plan sponsor
- Onward Golf Resort Guam, Inc.
- EIN
- 98-0097350
- Plan number
- 001
- Plan type
- 2
- Location
- Mangilao, GU
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20241101021834NAL0005671042001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,387,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,387,490
- Net assets (BOY)
- $6,131,939
Income & contributions
- Employer contributions
- $22,783
- Participant contributions
- $180,294
- Total contributions
- $211,140
- Total income / additions
- $1,219,751
Expenses & distributions
- Benefits paid
- $1,945,236
- Administrative expenses
- $18,964
- Total expenses
- $1,964,200
- Net increase / (decrease)
- -$744,449
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
89%
Employer 11%Participant 89%
Total expenses ÷ net assets36%Computed ratio
Benefits paid ÷ total income159%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $17,757 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $1,207 | $0 | 2023 |