Plan5500

First Tee Foundation Employees Savings Plan — Form 5500 plan (Pga Tour First Tee Foundation, 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, First Tee Foundation Employees Savings Plan is a benefit plan reported by Pga Tour First Tee Foundation, Inc. under EIN 83-4186070 and plan number 002. The latest loaded filing year is 2023. The filing reports 125 participants and $9,167,761 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pga Tour First Tee Foundation, Inc.
EIN
83-4186070
Plan number
002
Plan type
2
Location
Ponte Vedra Beach, FL
Latest filing year
2023
Participants
125
End-of-year plan assets
$9,167,761

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20241010133113NAL0020147665004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,167,761
Net assets (EOY)
$9,167,761
Net assets (BOY)
$7,397,803

Income & contributions

Employer contributions
$318,760
Participant contributions
$533,337
Total contributions
$1,263,372
Total income / additions
$2,586,310

Expenses & distributions

Benefits paid
$813,939
Administrative expenses
$2,413
Total expenses
$816,352
Net increase / (decrease)
$1,769,958

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$2,413$02023
Charles Schwab & Co IncNONE$0$02023

Related Form 5500 pages