Worldwide Golf Shops LLC 401(K) Plan — Form 5500 plan (Worldwide Golf Shops 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, Worldwide Golf Shops LLC 401(K) Plan is a benefit plan reported by Worldwide Golf Shops LLC under EIN 86-3196942 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,210 participants and $36,239,037 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Worldwide Golf Shops LLC
EIN
86-3196942
Plan number
001
Plan type
2
Location
Santa Ana, CA
Latest filing year
2023
Participants
1,210
End-of-year plan assets
$36,239,037

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,210H, C20241014160807NAL0027817025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,239,037
Total liabilities (EOY)
$0
Net assets (EOY)
$36,239,037
Net assets (BOY)
$27,227,234

Income & contributions

Employer contributions
$411,988
Participant contributions
$2,147,526
Total contributions
$6,237,617
Total income / additions
$11,470,586

Expenses & distributions

Benefits paid
$2,314,306
Administrative expenses
$154,477
Total expenses
$2,458,783
Net increase / (decrease)
$9,011,803

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Co Of AmRECORDKEEPER$145,204$02023
Wells Fargo Advisors, LLCINVESTMENT ADVISOR$56,791not reported in the loaded dataset2023
Futureplan By AscensusTHIRD PARTY ADMIN$0$14,1972023

Related Form 5500 pages