2023 Form 5500 filing — Myers Park Country Club 401(K) 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 20240924103902NAL0012825425002) for Myers Park Country Club 401(K) Plan, reported by Myers Park Country Club under EIN 56-0333840 and plan number 003. It reports 221 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)$6.5MReported net assets$6,523,223
Participants221
Provider compensation$43.9K2 Schedule C row(s)$43,880
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240924103902NAL0012825425002
- Plan sponsor
- Myers Park Country Club
- EIN
- 56-0333840
- Plan number
- 003
- Location
- Charlotte, NC
- Received date
- not reported in the loaded dataset
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)$6.5M total assets
Net assets$6.5MLiabilities—
Full reported line items
- Total assets (EOY)
- $6,523,223
- Net assets (EOY)
- $6,523,223
- Employer contributions
- $198,228
- Participant contributions
- $432,622
- Total income / additions
- $1,472,749
- Benefits paid
- $287,234
- Administrative expenses
- $43,880
- Total expenses
- $331,114
- Net increase / (decrease)
- $1,141,635
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISORY-PLAN | $25,000 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $18,880 | $0 |