Full Swing Golf 401(K) Profit Sharing Plan — Form 5500 plan (Full Swing Golf)
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, Full Swing Golf 401(K) Profit Sharing Plan is a benefit plan reported by Full Swing Golf under EIN 33-0196815 and plan number 002. The latest loaded filing year is 2023. The filing reports 222 participants and $10,579,629 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Full Swing Golf
- EIN
- 33-0196815
- Plan number
- 002
- Plan type
- 2
- Location
- Carlsbad, CA
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $10,579,629
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20241014210014NAL0047491568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,579,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,579,629
- Net assets (BOY)
- $7,183,921
Income & contributions
- Employer contributions
- $733,904
- Participant contributions
- $1,392,680
- Total contributions
- $2,186,428
- Total income / additions
- $3,913,514
Expenses & distributions
- Benefits paid
- $496,299
- Administrative expenses
- $21,507
- Total expenses
- $517,806
- Net increase / (decrease)
- $3,395,708
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | TRUST CUSTODIAN | $27,391 | $516 | 2023 |
| Wells Fargo Advisors | ADVISOR | $13,720 | $0 | 2023 |
| The Vanguard Group, Inc. | CONTRACT ADMINISTRATOR | $3,848 | not reported in the loaded dataset | 2023 |
| National Benefit Services LLC | TPA | $2,154 | not reported in the loaded dataset | 2023 |
| Acas, LLC | AUDITOR | $2,046 | not reported in the loaded dataset | 2023 |
| Premier Plan Consultants | TPA | $1,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Full Swing Golf
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carlsbad, CA
- Nationwide — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- National Benefit Services LLC — Schedule C compensation
- Acas, LLC — Schedule C compensation
- Premier Plan Consultants — Schedule C compensation