2023 Form 5500 filing — Cdn Golf Management Inc. 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 20241014114904NAL0013229283001) for Cdn Golf Management Inc. 401(K) Plan, reported by Cdn Golf Management Inc. under EIN 88-3302411 and plan number 001. It reports 195 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)$4.3MReported net assets$4,322,754
Participants195
Provider compensation$40.2K2 Schedule C row(s)$40,155
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014114904NAL0013229283001
Plan sponsor
Cdn Golf Management Inc.
EIN
88-3302411
Plan number
001
Location
Brooksville, FL
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)$4.3M total assets
Net assets$4.3MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$203.4K
Benefits paid / distributions$171.9K
Contributions
Employer$190.4K
Participant$302.4K
Full reported line items
Total assets (EOY)
$4,322,754
Total liabilities (EOY)
$0
Net assets (EOY)
$4,322,754
Employer contributions
$190,369
Participant contributions
$302,379
Total income / additions
$1,110,966
Benefits paid
$171,918
Administrative expenses
$31,487
Total expenses
$203,405
Net increase / (decrease)
$907,561

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$31,487$0
Cerity Partners Retirement Plan AdvINVESTMENT ADVISORY$0$8,668

Related Form 5500 pages