2023 Form 5500 filing — Full Swing Golf 401(K) Profit Sharing 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 20241014210014NAL0047491568001) for Full Swing Golf 401(K) Profit Sharing Plan, reported by Full Swing Golf under EIN 33-0196815 and plan number 002. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014210014NAL0047491568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Full Swing Golf
- EIN
- 33-0196815
- Plan number
- 002
- Location
- Carlsbad, CA
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,579,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,579,629
- Employer contributions
- $733,904
- Participant contributions
- $1,392,680
- Total income / additions
- $3,913,514
- Benefits paid
- $496,299
- Administrative expenses
- $21,507
- Total expenses
- $517,806
- Net increase / (decrease)
- $3,395,708
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | TRUST CUSTODIAN | $27,391 | $516 |
| Wells Fargo Advisors | ADVISOR | $13,720 | $0 |
| The Vanguard Group, Inc. | CONTRACT ADMINISTRATOR | $3,848 | not reported in the loaded dataset |
| National Benefit Services LLC | TPA | $2,154 | not reported in the loaded dataset |
| Acas, LLC | AUDITOR | $2,046 | not reported in the loaded dataset |
| Premier Plan Consultants | TPA | $1,850 | not reported in the loaded dataset |