2023 Form 5500 filing — Worldwide Golf Shops LLC 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 20241014160807NAL0027817025001) for Worldwide Golf Shops LLC 401(K) Plan, reported by Worldwide Golf Shops LLC under EIN 86-3196942 and plan number 001. It reports 1,210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160807NAL0027817025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Worldwide Golf Shops LLC
- EIN
- 86-3196942
- Plan number
- 001
- Location
- Santa Ana, CA
- Participants
- 1,210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,239,037
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,239,037
- Employer contributions
- $411,988
- Participant contributions
- $2,147,526
- Total income / additions
- $11,470,586
- Benefits paid
- $2,314,306
- Administrative expenses
- $154,477
- Total expenses
- $2,458,783
- Net increase / (decrease)
- $9,011,803
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $145,204 | $0 |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISOR | $56,791 | not reported in the loaded dataset |
| Futureplan By Ascensus | THIRD PARTY ADMIN | $0 | $14,197 |