Northern California Golf Association/Poppy Holding, Inc. 401(K) Plan — Form 5500 plan (Northern California Golf Association)

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, Northern California Golf Association/Poppy Holding, Inc. 401(K) Plan is a benefit plan reported by Northern California Golf Association under EIN 94-1371594 and plan number 002. The latest loaded filing year is 2023. The filing reports 197 participants and $19,948,751 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.9MPlan net assets, end of year$19,948,751
Participants197Covered participants reported
Assets / participant$101.3KComputed: assets ÷ participants$101,263 (computed)
Provider compensation$6171 Schedule C provider row(s)
Plan sponsor
Northern California Golf Association
EIN
94-1371594
Plan number
002
Plan type
2
Location
Pebble Beach, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023197H, C20240923153033NAL0023850914001
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)$19.9M total assets
Net assets$19.9MLiabilities$0
Money in vs. money out
Total income / additions$4.9M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$1.2M
Participant$866.9K
Full reported line items

Net assets

Total assets (EOY)
$19,948,751
Total liabilities (EOY)
$0
Net assets (EOY)
$19,948,751
Net assets (BOY)
$16,558,758

Income & contributions

Employer contributions
$1,182,555
Participant contributions
$866,870
Total contributions
$2,147,767
Total income / additions
$4,911,943

Expenses & distributions

Benefits paid
$1,521,333
Administrative expenses
$617
Total expenses
$1,521,950
Net increase / (decrease)
$3,389,993
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 58%Participant 42%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$617$02023

Related Form 5500 pages