Metropolitan Golf Group, LLC 401(K) Ps Plan And Trust — Form 5500 plan (Metropolitan Golf Group, 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, Metropolitan Golf Group, LLC 401(K) Ps Plan And Trust is a benefit plan reported by Metropolitan Golf Group, LLC under EIN 27-3406287 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $3,373,850 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.4MPlan net assets, end of year$3,373,850
Participants299Covered participants reported
Assets / participant$11.3KComputed: assets ÷ participants$11,284 (computed)
Provider compensation$11.8K2 Schedule C provider row(s)$11,820
Plan sponsor
Metropolitan Golf Group, LLC
EIN
27-3406287
Plan number
001
Plan type
2
Location
Monroe Twp, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023299H, C20240716051526NAL0002132081001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.4M total assets
Net assets$3.4MLiabilities$0
Money in vs. money out
Total income / additions$680.3K
Total expenses$550.7K
Benefits paid / distributions$460.7K
Contributions
Employer$28.9K
Participant$148.5K
Full reported line items

Net assets

Total assets (EOY)
$3,373,850
Total liabilities (EOY)
$0
Net assets (EOY)
$3,373,850
Net assets (BOY)
$3,244,262

Income & contributions

Employer contributions
$28,944
Participant contributions
$148,530
Total contributions
$181,386
Total income / additions
$680,287

Expenses & distributions

Benefits paid
$460,732
Administrative expenses
$15,806
Total expenses
$550,699
Net increase / (decrease)
$129,588
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 16%Participant 84%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income68%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principled Advisors, Inc.INVESTMENT/FINANCIAL ADVI$11,820$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages