2023 Form 5500 filing — Pga Tour Employees Retirement 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 20241010134902NAL0021092833001) for Pga Tour Employees Retirement Plan, reported by Pga Tour, Inc. under EIN 52-0999206 and plan number 001. It reports 2,349 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010134902NAL0021092833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pga Tour, Inc.
- EIN
- 52-0999206
- Plan number
- 001
- Location
- Ponte Vedra Beach, FL
- Participants
- 2,349
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $307,203,632
- Net assets (EOY)
- $307,203,632
- Employer contributions
- $14,592,915
- Total income / additions
- $50,840,256
- Benefits paid
- $14,443,010
- Administrative expenses
- $409,016
- Total expenses
- $14,852,026
- Net increase / (decrease)
- $35,988,230
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $106,068 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | NONE | $69,000 | not reported in the loaded dataset |
| Assurance Dimensions | NONE | $9,500 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |