Golftec 401(K) Plan — Form 5500 plan (Golftec Management LLC)

Plain-English plan 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, Golftec 401(K) Plan is a benefit plan reported by Golftec Management LLC under EIN 26-1545931 and plan number 001. The latest loaded filing year is 2023. The filing reports 926 participants and $23,390,057 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Golftec Management LLC
EIN
26-1545931
Plan number
001
Plan type
2
Location
Englewood, CO
Latest filing year
2023
Participants
926
End-of-year plan assets
$23,390,057

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023926H, C20241002153438NAL0004984627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,390,057
Total liabilities (EOY)
$0
Net assets (EOY)
$23,390,057
Net assets (BOY)
$16,357,387

Income & contributions

Employer contributions
$752,229
Participant contributions
$3,510,749
Total contributions
$5,040,204
Total income / additions
$8,427,663

Expenses & distributions

Benefits paid
$1,262,695
Administrative expenses
$132,298
Total expenses
$1,394,993
Net increase / (decrease)
$7,032,670

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$132,297$02023
Sageview Advisory Consulting GroupINVESTMENT ADVISORY$0$39,4452023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages