2023 Form 5500 filing — Roger Cleveland Golf Co., Inc. 401(K) 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 20241014191344NAL0015459443001) for Roger Cleveland Golf Co., Inc. 401(K) Savings Plan, reported by Roger Cleveland Golf Co., Inc. under EIN 95-3838879 and plan number 001. It reports 554 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014191344NAL0015459443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Roger Cleveland Golf Co., Inc.
- EIN
- 95-3838879
- Plan number
- 001
- Location
- Huntington Beach, CA
- Participants
- 554
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,026,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,026,499
- Employer contributions
- $1,393,069
- Participant contributions
- $2,798,469
- Total income / additions
- $11,435,472
- Benefits paid
- $3,558,960
- Administrative expenses
- $82,102
- Total expenses
- $3,641,062
- Net increase / (decrease)
- $7,794,410
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sfg Retirement Plan Consulting, LLC | NONE | $48,333 | not reported in the loaded dataset |
| Matrix Trust Company N.A. | CUSTODIAN/RECORD-KEEPER | $35,190 | $0 |
| Empower Annuity Ins. Co. Of America | RECORD- KEEPER | $0 | $0 |