Sawgrass Country Club 401(K) Plan — Form 5500 plan (Sawgrass Country Club, Inc)

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, Sawgrass Country Club 401(K) Plan is a benefit plan reported by Sawgrass Country Club, Inc under EIN 59-2853571 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $5,322,741 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sawgrass Country Club, Inc
EIN
59-2853571
Plan number
001
Plan type
2
Location
Ponte Vedra Beach, FL
Latest filing year
2023
Participants
281
End-of-year plan assets
$5,322,741

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023281H, C20240731114258NAL0036432288001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,322,741
Total liabilities (EOY)
$0
Net assets (EOY)
$5,322,741
Net assets (BOY)
$4,515,287

Income & contributions

Employer contributions
$341,667
Participant contributions
$577,815
Total contributions
$1,203,322
Total income / additions
$2,053,479

Expenses & distributions

Benefits paid
$1,213,275
Administrative expenses
$32,750
Total expenses
$1,246,025
Net increase / (decrease)
$807,454

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$32,750$02023
Mma Securities, LLCINVESTMENT ADVISORY$0$17,1692023

Related Form 5500 pages