2023 Form 5500 filing — Onward Golf Resort Guam, 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 20241101021834NAL0005671042001) for Onward Golf Resort Guam, Inc. 401(K) Plan, reported by Onward Golf Resort Guam, Inc. under EIN 98-0097350 and plan number 001. It reports 244 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)$5.4MReported net assets$5,387,490
Participants244
Provider compensation$19K2 Schedule C row(s)$18,964
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241101021834NAL0005671042001
Plan sponsor
Onward Golf Resort Guam, Inc.
EIN
98-0097350
Plan number
001
Location
Mangilao, GU
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)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$22.8K
Participant$180.3K
Full reported line items
Total assets (EOY)
$5,387,490
Total liabilities (EOY)
$0
Net assets (EOY)
$5,387,490
Employer contributions
$22,783
Participant contributions
$180,294
Total income / additions
$1,219,751
Benefits paid
$1,945,236
Administrative expenses
$18,964
Total expenses
$1,964,200
Net increase / (decrease)
-$744,449

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Merrill Lynch Retirement & BenefitNONE$17,757not reported in the loaded dataset
Ascensus LLCNONE$1,207$0

Related Form 5500 pages