Myers Park Country Club 401(K) Plan — Form 5500 plan (Myers Park Country Club)
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, Myers Park Country Club 401(K) Plan is a benefit plan reported by Myers Park Country Club under EIN 56-0333840 and plan number 003. The latest loaded filing year is 2023. The filing reports 221 participants and $6,523,223 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.5MPlan net assets, end of year$6,523,223
Participants221Covered participants reported
Assets / participant$29.5KComputed: assets ÷ participants$29,517 (computed)
Provider compensation$43.9K2 Schedule C provider row(s)$43,880
- Plan sponsor
- Myers Park Country Club
- EIN
- 56-0333840
- Plan number
- 003
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20240924103902NAL0012825425002 |
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)$6.5M total assets
Net assets$6.5MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $6,523,223
- Net assets (EOY)
- $6,523,223
- Net assets (BOY)
- $5,381,588
Income & contributions
- Employer contributions
- $198,228
- Participant contributions
- $432,622
- Total contributions
- $633,159
- Total income / additions
- $1,472,749
Expenses & distributions
- Benefits paid
- $287,234
- Administrative expenses
- $43,880
- Total expenses
- $331,114
- Net increase / (decrease)
- $1,141,635
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mma Securities LLC | INVESTMENT ADVISORY-PLAN | $25,000 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $18,880 | $0 | 2023 |