2023 Form 5500 filing — First Tee Foundation Employees Savings 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 20241010133113NAL0020147665004) for First Tee Foundation Employees Savings Plan, reported by Pga Tour First Tee Foundation, Inc. under EIN 83-4186070 and plan number 002. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010133113NAL0020147665004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pga Tour First Tee Foundation, Inc.
- EIN
- 83-4186070
- Plan number
- 002
- Location
- Ponte Vedra Beach, FL
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,167,761
- Net assets (EOY)
- $9,167,761
- Employer contributions
- $318,760
- Participant contributions
- $533,337
- Total income / additions
- $2,586,310
- Benefits paid
- $813,939
- Administrative expenses
- $2,413
- Total expenses
- $816,352
- Net increase / (decrease)
- $1,769,958
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $2,413 | $0 |
| Charles Schwab & Co Inc | NONE | $0 | $0 |