Callaway Golf Company 401(K) Retirement Investment Plan — Form 5500 plan (Topgolf Callaway Brands Corp)
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, Callaway Golf Company 401(K) Retirement Investment Plan is a benefit plan reported by Topgolf Callaway Brands Corp under EIN 95-3797580 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,168 participants and $308,382,026 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Topgolf Callaway Brands Corp
- EIN
- 95-3797580
- Plan number
- 001
- Plan type
- 2
- Location
- Carlsbad, CA
- Latest filing year
- 2023
- Participants
- 2,168
- End-of-year plan assets
- $308,382,026
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,168 | H, C | 20241015101046NAL0014376627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $308,382,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $308,382,026
- Net assets (BOY)
- $258,695,778
Income & contributions
- Employer contributions
- $5,009,642
- Participant contributions
- $15,878,037
- Total contributions
- $24,686,916
- Total income / additions
- $69,950,796
Expenses & distributions
- Benefits paid
- $19,929,935
- Administrative expenses
- $318,965
- Total expenses
- $20,264,548
- Net increase / (decrease)
- $49,686,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc | NONE | $183,651 | $0 | 2023 |
| Vanguard Advisers Inc | NONE | $78,951 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group LLC | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Cliff Larsen Allen | NONE | $20,963 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Topgolf Callaway Brands Corp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carlsbad, CA
- The Vanguard Group, Inc — Schedule C compensation
- Vanguard Advisers Inc — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Cliff Larsen Allen — Schedule C compensation