2023 Form 5500 filing — The United States Golf Association Tax Deferred Annuity Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916080647NAL0001850032001) for The United States Golf Association Tax Deferred Annuity Plan, reported by United States Golf Association under EIN 13-1427105 and plan number 003. It reports 454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$80.5MReported net assets$80,452,280

Participants454

Provider compensation$28.1K3 Schedule C row(s)$28,136

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240916080647NAL0001850032001
Plan sponsor: United States Golf Association
EIN: 13-1427105
Plan number: 003
Location: Far Hills, NJ
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$80.5M total assets

Net assets$80.5MLiabilities—

Money in vs. money out

Total income / additions$18.8M

Total expenses$4.6M

Benefits paid / distributions$4.5M

Contributions

Employer$1.2M

Participant$3.9M

Full reported line items

Total assets (EOY): $80,452,280
Net assets (EOY): $80,452,280
Employer contributions: $1,154,727
Participant contributions: $3,858,415
Total income / additions: $18,769,532
Benefits paid: $4,527,850
Administrative expenses: $28,135
Total expenses: $4,555,985
Net increase / (decrease): $14,213,547

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Transamerica Retirement Solutions$26.5K
RECORDKEEPER · Direct $26.5K · Indirect $0
2
Fidelity Investments Institutional$1.6K
RECORDKEEPER · Direct $1.6K
3
National Financial Services$0
SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916080647NAL0001850032001 cover?: It is the 2023 Form 5500 filing for The United States Golf Association Tax Deferred Annuity Plan, reported by United States Golf Association (EIN 13-1427105).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).