Roger Cleveland Golf Co., Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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. (EIN 95-3838879) is a plan sponsor located in Huntington Beach, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-3838879
Location
Huntington Beach, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$45,026,499
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$45,026,499

Contributions & income

Employer contributions
$1,393,069
Participant contributions
$2,798,469
Total income / additions
$11,435,472

Expenses & distributions

Benefits paid / distributions
$3,558,960
Total expenses
$3,641,062
Net increase / (decrease)
$7,794,410

Coverage

Total reported participants
989
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Roger Cleveland Golf Co., Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Roger Cleveland Golf Co., Inc. 401(K) Savings Plan001554$45,026,4992023
Roger Cleveland Golf Co., Inc. Benefit Plan501435not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Roger Cleveland Golf Co., Inc.
YearPlanParticipantsSchedulesFiling
2023Roger Cleveland Golf Co., Inc. 401(K) Savings Plan554H, C20241014191344NAL0015459443001
2023Roger Cleveland Golf Co., Inc. Benefit Plan43520250627124911NAL0022775970001

Related Form 5500 pages