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UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameUNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

UNITED STATES GOLF ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:UNITED STATES GOLF ASSOCIATION
Employer identification number (EIN):131427105
NAIC Classification:711300
NAIC Description: Promoters of Performing Arts, Sports, and Similar Events

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-12-01
0012020-12-01
0012019-12-01
0012018-12-01
0012017-12-01
0012016-12-01STEVEN SCHLOSS
0012015-12-01STEVEN SCHLOSS
0012014-12-01STEVEN SCHLOSS
0012013-12-01STEVEN SCHLOSS
0012012-12-01STEVEN SCHLOSS
0012011-12-01JANE SWIGGETT
0012010-12-01JANE SWIGGETT
0012009-12-01JANE SWIGGETT
0012008-12-01

Plan Statistics for UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-11-3059,093,581
Acturial value of plan assets2022-11-3056,407,471
Funding target for retired participants and beneficiaries receiving payment2022-11-3021,984,243
Number of terminated vested participants2022-11-3064
Fundng target for terminated vested participants2022-11-3010,591,031
Active participant vested funding target2022-11-3018,721,017
Number of active participants2022-11-3065
Total funding liabilities for active participants2022-11-3018,721,017
Total participant count2022-11-30204
Total funding target for all participants2022-11-3051,296,291
Balance at beginning of prior year after applicable adjustments2022-11-300
Prefunding balance at beginning of prior year after applicable adjustments2022-11-3011,596,382
Carryover balanced portion elected for use to offset prior years funding requirement2022-11-300
Prefunding balanced used to offset prior years funding requirement2022-11-302,519,842
Amount remaining of carryover balance2022-11-300
Amount remaining of prefunding balance2022-11-309,076,540
Present value of excess contributions2022-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-11-300
Reductions in caryover balances due to elections or deemed elections2022-11-300
Reductions in prefunding balances due to elections or deemed elections2022-11-300
Balance of carryovers at beginning of current year2022-11-300
Balance of prefunding at beginning of current year2022-11-3010,208,385
Total employer contributions2022-11-300
Total employee contributions2022-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-11-300
Contributions made to avoid restrictions adjusted to valuation date2022-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-11-300
Liquidity shortfalls end of Q12022-11-300
Liquidity shortfalls end of Q22022-11-300
Liquidity shortfalls end of Q32022-11-300
Liquidity shortfalls end of Q42022-11-300
Unpaid minimum required contributions for all prior years2022-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-11-300
Remaining amount of unpaid minimum required contributions2022-11-300
Minimum required contributions for current year target normal cost2022-11-30275,000
Net shortfall amortization installment of oustanding balance2022-11-305,097,205
Waiver amortization installment2022-11-300
Total funding amount beforereflecting carryover/prefunding balances2022-11-30750,271
Carryover balance elected to use to offset funding requirement2022-11-300
Prefunding balance elected to use to offset funding requirement2022-11-30750,879
Additional cash requirement2022-11-300
Contributions allocatedtoward minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for all years2022-11-300
2021: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-12-01204
Total number of active participants reported on line 7a of the Form 55002021-12-0162
Number of retired or separated participants receiving benefits2021-12-0169
Number of other retired or separated participants entitled to future benefits2021-12-0160
Total of all active and inactive participants2021-12-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-12-018
Total participants2021-12-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-12-010
Market value of plan assets2021-11-3054,891,813
Acturial value of plan assets2021-11-3052,932,610
Funding target for retired participants and beneficiaries receiving payment2021-11-3022,697,271
Number of terminated vested participants2021-11-3067
Fundng target for terminated vested participants2021-11-3010,782,460
Active participant vested funding target2021-11-3018,190,554
Number of active participants2021-11-3066
Total funding liabilities for active participants2021-11-3018,190,554
Total participant count2021-11-30205
Total funding target for all participants2021-11-3051,670,285
Balance at beginning of prior year after applicable adjustments2021-11-300
Prefunding balance at beginning of prior year after applicable adjustments2021-11-3015,221,706
Carryover balanced portion elected for use to offset prior years funding requirement2021-11-300
Prefunding balanced used to offset prior years funding requirement2021-11-302,357,119
Amount remaining of carryover balance2021-11-300
Amount remaining of prefunding balance2021-11-3012,864,587
Present value of excess contributions2021-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-11-300
Reductions in caryover balances due to elections or deemed elections2021-11-300
Reductions in prefunding balances due to elections or deemed elections2021-11-302,285,794
Balance of carryovers at beginning of current year2021-11-300
Balance of prefunding at beginning of current year2021-11-3011,596,382
Total employer contributions2021-11-300
Total employee contributions2021-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-300
Contributions made to avoid restrictions adjusted to valuation date2021-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-300
Liquidity shortfalls end of Q12021-11-300
Liquidity shortfalls end of Q22021-11-300
Liquidity shortfalls end of Q32021-11-300
Liquidity shortfalls end of Q42021-11-300
Unpaid minimum required contributions for all prior years2021-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-11-300
Remaining amount of unpaid minimum required contributions2021-11-300
Minimum required contributions for current year target normal cost2021-11-30250,000
Net shortfall amortization installment of oustanding balance2021-11-3010,334,057
Waiver amortization installment2021-11-300
Total funding amount beforereflecting carryover/prefunding balances2021-11-302,517,920
Carryover balance elected to use to offset funding requirement2021-11-300
Prefunding balance elected to use to offset funding requirement2021-11-302,519,842
Additional cash requirement2021-11-300
Contributions allocatedtoward minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for all years2021-11-300
2020: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-12-01205
Total number of active participants reported on line 7a of the Form 55002020-12-0165
Number of retired or separated participants receiving benefits2020-12-0168
Number of other retired or separated participants entitled to future benefits2020-12-0163
Total of all active and inactive participants2020-12-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-12-018
Total participants2020-12-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-12-010
Market value of plan assets2020-11-3059,596,626
Acturial value of plan assets2020-11-3059,287,657
Funding target for retired participants and beneficiaries receiving payment2020-11-3023,116,867
Number of terminated vested participants2020-11-3076
Fundng target for terminated vested participants2020-11-3015,029,863
Active participant vested funding target2020-11-3016,935,708
Number of active participants2020-11-3068
Total funding liabilities for active participants2020-11-3016,935,708
Total participant count2020-11-30219
Total funding target for all participants2020-11-3055,082,438
Balance at beginning of prior year after applicable adjustments2020-11-300
Prefunding balance at beginning of prior year after applicable adjustments2020-11-3024,885,864
Carryover balanced portion elected for use to offset prior years funding requirement2020-11-300
Prefunding balanced used to offset prior years funding requirement2020-11-303,483,016
Amount remaining of carryover balance2020-11-300
Amount remaining of prefunding balance2020-11-3021,402,848
Present value of excess contributions2020-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-11-300
Reductions in caryover balances due to elections or deemed elections2020-11-300
Reductions in prefunding balances due to elections or deemed elections2020-11-308,695,977
Balance of carryovers at beginning of current year2020-11-300
Balance of prefunding at beginning of current year2020-11-3015,221,706
Total employer contributions2020-11-300
Total employee contributions2020-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-11-300
Contributions made to avoid restrictions adjusted to valuation date2020-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-11-300
Liquidity shortfalls end of Q12020-11-300
Liquidity shortfalls end of Q22020-11-300
Liquidity shortfalls end of Q32020-11-300
Liquidity shortfalls end of Q42020-11-300
Unpaid minimum required contributions for all prior years2020-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-11-300
Remaining amount of unpaid minimum required contributions2020-11-300
Minimum required contributions for current year target normal cost2020-11-30250,000
Net shortfall amortization installment of oustanding balance2020-11-3011,016,487
Waiver amortization installment2020-11-300
Total funding amount beforereflecting carryover/prefunding balances2020-11-302,357,119
Carryover balance elected to use to offset funding requirement2020-11-300
Prefunding balance elected to use to offset funding requirement2020-11-302,357,119
Additional cash requirement2020-11-300
Contributions allocatedtoward minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for all years2020-11-300
2019: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-12-01219
Total number of active participants reported on line 7a of the Form 55002019-12-0166
Number of retired or separated participants receiving benefits2019-12-0167
Number of other retired or separated participants entitled to future benefits2019-12-0166
Total of all active and inactive participants2019-12-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-016
Total participants2019-12-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-12-010
Market value of plan assets2019-11-3079,922,841
Acturial value of plan assets2019-11-3082,029,444
Funding target for retired participants and beneficiaries receiving payment2019-11-3013,529,838
Number of terminated vested participants2019-11-3075
Fundng target for terminated vested participants2019-11-3010,433,554
Active participant vested funding target2019-11-3038,917,718
Number of active participants2019-11-3060
Total funding liabilities for active participants2019-11-3038,917,718
Total participant count2019-11-30254
Total funding target for all participants2019-11-3062,881,110
Balance at beginning of prior year after applicable adjustments2019-11-300
Prefunding balance at beginning of prior year after applicable adjustments2019-11-3028,547,082
Carryover balanced portion elected for use to offset prior years funding requirement2019-11-300
Prefunding balanced used to offset prior years funding requirement2019-11-303,300,187
Amount remaining of carryover balance2019-11-300
Amount remaining of prefunding balance2019-11-3025,246,895
Present value of excess contributions2019-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-11-300
Reductions in caryover balances due to elections or deemed elections2019-11-300
Reductions in prefunding balances due to elections or deemed elections2019-11-300
Balance of carryovers at beginning of current year2019-11-300
Balance of prefunding at beginning of current year2019-11-3024,885,864
Total employer contributions2019-11-300
Total employee contributions2019-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-300
Liquidity shortfalls end of Q12019-11-300
Liquidity shortfalls end of Q22019-11-300
Liquidity shortfalls end of Q32019-11-300
Liquidity shortfalls end of Q42019-11-300
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-302,371,590
Net shortfall amortization installment of oustanding balance2019-11-305,737,530
Waiver amortization installment2019-11-300
Total funding amount beforereflecting carryover/prefunding balances2019-11-303,480,254
Carryover balance elected to use to offset funding requirement2019-11-300
Prefunding balance elected to use to offset funding requirement2019-11-303,483,016
Additional cash requirement2019-11-300
Contributions allocatedtoward minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
2018: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-01254
Total number of active participants reported on line 7a of the Form 55002018-12-0168
Number of retired or separated participants receiving benefits2018-12-0170
Number of other retired or separated participants entitled to future benefits2018-12-0176
Total of all active and inactive participants2018-12-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-015
Total participants2018-12-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-12-010
Market value of plan assets2018-11-3083,036,958
Acturial value of plan assets2018-11-3078,577,848
Funding target for retired participants and beneficiaries receiving payment2018-11-3013,031,972
Number of terminated vested participants2018-11-3074
Fundng target for terminated vested participants2018-11-309,035,245
Active participant vested funding target2018-11-3034,038,675
Number of active participants2018-11-30128
Total funding liabilities for active participants2018-11-3034,038,675
Total participant count2018-11-30259
Total funding target for all participants2018-11-3056,105,892
Balance at beginning of prior year after applicable adjustments2018-11-300
Prefunding balance at beginning of prior year after applicable adjustments2018-11-3027,084,557
Carryover balanced portion elected for use to offset prior years funding requirement2018-11-300
Prefunding balanced used to offset prior years funding requirement2018-11-302,513,132
Amount remaining of carryover balance2018-11-300
Amount remaining of prefunding balance2018-11-3024,571,425
Present value of excess contributions2018-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-11-300
Reductions in caryover balances due to elections or deemed elections2018-11-300
Reductions in prefunding balances due to elections or deemed elections2018-11-300
Balance of carryovers at beginning of current year2018-11-300
Balance of prefunding at beginning of current year2018-11-3028,547,082
Total employer contributions2018-11-300
Total employee contributions2018-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-300
Liquidity shortfalls end of Q12018-11-300
Liquidity shortfalls end of Q22018-11-300
Liquidity shortfalls end of Q32018-11-300
Liquidity shortfalls end of Q42018-11-300
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-302,256,759
Net shortfall amortization installment of oustanding balance2018-11-306,075,126
Waiver amortization installment2018-11-300
Total funding amount beforereflecting carryover/prefunding balances2018-11-303,300,187
Carryover balance elected to use to offset funding requirement2018-11-300
Prefunding balance elected to use to offset funding requirement2018-11-303,300,187
Additional cash requirement2018-11-300
Contributions allocatedtoward minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-01259
Total number of active participants reported on line 7a of the Form 55002017-12-01119
Number of retired or separated participants receiving benefits2017-12-0155
Number of other retired or separated participants entitled to future benefits2017-12-0174
Total of all active and inactive participants2017-12-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-016
Total participants2017-12-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-010
Market value of plan assets2017-11-3074,477,934
Acturial value of plan assets2017-11-3076,345,265
Funding target for retired participants and beneficiaries receiving payment2017-11-3012,373,239
Number of terminated vested participants2017-11-3072
Fundng target for terminated vested participants2017-11-307,872,675
Active participant vested funding target2017-11-3031,372,690
Number of active participants2017-11-30137
Total funding liabilities for active participants2017-11-3031,372,690
Total participant count2017-11-30263
Total funding target for all participants2017-11-3051,618,604
Balance at beginning of prior year after applicable adjustments2017-11-300
Prefunding balance at beginning of prior year after applicable adjustments2017-11-3025,999,867
Prefunding balanced used to offset prior years funding requirement2017-11-30460,445
Amount remaining of carryover balance2017-11-300
Amount remaining of prefunding balance2017-11-3025,539,422
Balance of carryovers at beginning of current year2017-11-300
Balance of prefunding at beginning of current year2017-11-3027,084,557
Total employer contributions2017-11-300
Total employee contributions2017-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-300
Unpaid minimum required contributions for all prior years2017-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-11-300
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-302,123,552
Net shortfall amortization installment of oustanding balance2017-11-302,357,896
Total funding amount beforereflecting carryover/prefunding balances2017-11-302,513,132
Carryover balance elected to use to offset funding requirement2017-11-300
Prefunding balance elected to use to offset funding requirement2017-11-302,513,132
Additional cash requirement2017-11-300
Contributions allocatedtoward minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300
2016: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-01263
Total number of active participants reported on line 7a of the Form 55002016-12-01128
Number of retired or separated participants receiving benefits2016-12-0152
Number of other retired or separated participants entitled to future benefits2016-12-0173
Total of all active and inactive participants2016-12-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-016
Total participants2016-12-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-010
2015: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-01270
Total number of active participants reported on line 7a of the Form 55002015-12-01137
Number of retired or separated participants receiving benefits2015-12-0150
Number of other retired or separated participants entitled to future benefits2015-12-0170
Total of all active and inactive participants2015-12-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-015
Total participants2015-12-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-010
2014: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-01280
Total number of active participants reported on line 7a of the Form 55002014-12-01153
Number of retired or separated participants receiving benefits2014-12-0142
Number of other retired or separated participants entitled to future benefits2014-12-0170
Total of all active and inactive participants2014-12-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-015
Total participants2014-12-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-010
2013: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-01287
Total number of active participants reported on line 7a of the Form 55002013-12-01168
Number of retired or separated participants receiving benefits2013-12-0136
Number of other retired or separated participants entitled to future benefits2013-12-0173
Total of all active and inactive participants2013-12-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-013
Total participants2013-12-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-010
2012: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-01303
Total number of active participants reported on line 7a of the Form 55002012-12-01189
Number of retired or separated participants receiving benefits2012-12-0130
Number of other retired or separated participants entitled to future benefits2012-12-0166
Total of all active and inactive participants2012-12-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-012
Total participants2012-12-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-010
2011: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-01313
Total number of active participants reported on line 7a of the Form 55002011-12-01217
Number of retired or separated participants receiving benefits2011-12-0123
Number of other retired or separated participants entitled to future benefits2011-12-0162
Total of all active and inactive participants2011-12-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-011
Total participants2011-12-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-012
2010: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-12-01328
Total number of active participants reported on line 7a of the Form 55002010-12-01237
Number of retired or separated participants receiving benefits2010-12-0118
Number of other retired or separated participants entitled to future benefits2010-12-0157
Total of all active and inactive participants2010-12-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-011
Total participants2010-12-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-12-013
2009: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-01339
Total number of active participants reported on line 7a of the Form 55002009-12-01258
Number of retired or separated participants receiving benefits2009-12-0115
Number of other retired or separated participants entitled to future benefits2009-12-0154
Total of all active and inactive participants2009-12-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-011
Total participants2009-12-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-013

Financial Data on UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022 : UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-11-30$-7,192,775
Total of all expenses incurred2022-11-30$4,087,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-30$3,816,569
Value of total assets at end of year2022-11-30$47,812,978
Value of total assets at beginning of year2022-11-30$59,093,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-30$271,259
Total dividends received (eg from common stock, registered investment company shares)2022-11-30$2,797,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-11-30$2,797,130
Administrative expenses professional fees incurred2022-11-30$57,000
Was this plan covered by a fidelity bond2022-11-30Yes
Value of fidelity bond cover2022-11-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-11-30No
Administrative expenses (other) incurred2022-11-30$214,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Value of net income/loss2022-11-30$-11,280,603
Value of net assets at end of year (total assets less liabilities)2022-11-30$47,812,978
Value of net assets at beginning of year (total assets less liabilities)2022-11-30$59,093,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-11-30No
Were any leases to which the plan was party in default or uncollectible2022-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-11-30$47,812,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-11-30$59,093,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-11-30$-9,989,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-11-30Yes
Was there a failure to transmit to the plan any participant contributions2022-11-30No
Has the plan failed to provide any benefit when due under the plan2022-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-30$3,816,569
Did the plan have assets held for investment2022-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-11-30No
Opinion of an independent qualified public accountant for this plan2022-11-30Unqualified
Accountancy firm name2022-11-30GRANT THORNTON LLP
Accountancy firm EIN2022-11-30366055558
2021 : UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-11-30$6,692,019
Total of all expenses incurred2021-11-30$2,490,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-11-30$2,224,126
Value of total assets at end of year2021-11-30$59,093,581
Value of total assets at beginning of year2021-11-30$54,891,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-11-30$266,125
Total dividends received (eg from common stock, registered investment company shares)2021-11-30$1,880,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-11-30$1,880,971
Administrative expenses professional fees incurred2021-11-30$57,000
Was this plan covered by a fidelity bond2021-11-30Yes
Value of fidelity bond cover2021-11-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-11-30$0
Were there any nonexempt tranactions with any party-in-interest2021-11-30No
Administrative expenses (other) incurred2021-11-30$209,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Value of net income/loss2021-11-30$4,201,768
Value of net assets at end of year (total assets less liabilities)2021-11-30$59,093,581
Value of net assets at beginning of year (total assets less liabilities)2021-11-30$54,891,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-11-30No
Were any leases to which the plan was party in default or uncollectible2021-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-11-30$59,093,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-11-30$49,073,681
Value of interest in common/collective trusts at end of year2021-11-30$0
Value of interest in common/collective trusts at beginning of year2021-11-30$5,818,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-11-30$4,811,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-11-30Yes
Was there a failure to transmit to the plan any participant contributions2021-11-30No
Has the plan failed to provide any benefit when due under the plan2021-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-11-30$2,224,126
Did the plan have assets held for investment2021-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-11-30No
Opinion of an independent qualified public accountant for this plan2021-11-30Unqualified
Accountancy firm name2021-11-30GRANT THORNTON LLP
Accountancy firm EIN2021-11-30366055558
2020 : UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-11-30$4,357,540
Total of all expenses incurred2020-11-30$9,062,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-11-30$8,752,072
Value of total assets at end of year2020-11-30$54,891,813
Value of total assets at beginning of year2020-11-30$59,596,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-11-30$310,281
Total dividends received (eg from common stock, registered investment company shares)2020-11-30$1,316,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-11-30$1,316,913
Administrative expenses professional fees incurred2020-11-30$74,783
Was this plan covered by a fidelity bond2020-11-30Yes
Value of fidelity bond cover2020-11-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2020-11-30No
Administrative expenses (other) incurred2020-11-30$235,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Value of net income/loss2020-11-30$-4,704,813
Value of net assets at end of year (total assets less liabilities)2020-11-30$54,891,813
Value of net assets at beginning of year (total assets less liabilities)2020-11-30$59,596,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-11-30No
Were any leases to which the plan was party in default or uncollectible2020-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-11-30$49,073,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-11-30$50,649,183
Value of interest in common/collective trusts at end of year2020-11-30$5,818,132
Value of interest in common/collective trusts at beginning of year2020-11-30$8,947,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-11-30$2,030,255
Net investment gain or loss from common/collective trusts2020-11-30$1,010,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-11-30Yes
Was there a failure to transmit to the plan any participant contributions2020-11-30No
Has the plan failed to provide any benefit when due under the plan2020-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-11-30$8,752,072
Did the plan have assets held for investment2020-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-11-30Yes
Opinion of an independent qualified public accountant for this plan2020-11-30Disclaimer
Accountancy firm name2020-11-30GRANT THORNTON LLP
Accountancy firm EIN2020-11-30366055558
2019 : UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-11-30$7,743,837
Total of all expenses incurred2019-11-30$28,070,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-11-30$27,811,124
Value of total assets at end of year2019-11-30$59,596,626
Value of total assets at beginning of year2019-11-30$79,922,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-11-30$258,928
Total dividends received (eg from common stock, registered investment company shares)2019-11-30$1,695,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-11-30$1,695,664
Administrative expenses professional fees incurred2019-11-30$100,201
Was this plan covered by a fidelity bond2019-11-30Yes
Value of fidelity bond cover2019-11-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-11-30$0
Were there any nonexempt tranactions with any party-in-interest2019-11-30No
Administrative expenses (other) incurred2019-11-30$158,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Value of net income/loss2019-11-30$-20,326,215
Value of net assets at end of year (total assets less liabilities)2019-11-30$59,596,626
Value of net assets at beginning of year (total assets less liabilities)2019-11-30$79,922,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-11-30No
Were any leases to which the plan was party in default or uncollectible2019-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-11-30$50,649,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-11-30$69,513,222
Value of interest in common/collective trusts at end of year2019-11-30$8,947,443
Value of interest in common/collective trusts at beginning of year2019-11-30$10,409,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-11-30$5,059,799
Net investment gain or loss from common/collective trusts2019-11-30$988,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-11-30Yes
Was there a failure to transmit to the plan any participant contributions2019-11-30No
Has the plan failed to provide any benefit when due under the plan2019-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-11-30$27,811,124
Did the plan have assets held for investment2019-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-11-30No
Opinion of an independent qualified public accountant for this plan2019-11-30Unqualified
Accountancy firm name2019-11-30GRANT THORNTON LLP
Accountancy firm EIN2019-11-30366055558
2018 : UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-11-30$-1,171,297
Total of all expenses incurred2018-11-30$1,942,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-11-30$1,789,118
Value of total assets at end of year2018-11-30$79,922,841
Value of total assets at beginning of year2018-11-30$83,036,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-11-30$153,702
Total dividends received (eg from common stock, registered investment company shares)2018-11-30$2,186,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-11-30$2,186,200
Administrative expenses professional fees incurred2018-11-30$57,000
Was this plan covered by a fidelity bond2018-11-30Yes
Value of fidelity bond cover2018-11-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
Were there any nonexempt tranactions with any party-in-interest2018-11-30No
Administrative expenses (other) incurred2018-11-30$96,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Value of net income/loss2018-11-30$-3,114,117
Value of net assets at end of year (total assets less liabilities)2018-11-30$79,922,841
Value of net assets at beginning of year (total assets less liabilities)2018-11-30$83,036,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-11-30No
Were any leases to which the plan was party in default or uncollectible2018-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-11-30$69,513,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-11-30$75,989,821
Value of interest in common/collective trusts at end of year2018-11-30$10,409,619
Value of interest in common/collective trusts at beginning of year2018-11-30$7,047,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-11-30$-3,689,132
Net investment gain or loss from common/collective trusts2018-11-30$331,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-11-30Yes
Was there a failure to transmit to the plan any participant contributions2018-11-30No
Has the plan failed to provide any benefit when due under the plan2018-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-11-30$1,789,118
Did the plan have assets held for investment2018-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-11-30No
Opinion of an independent qualified public accountant for this plan2018-11-30Unqualified
Accountancy firm name2018-11-30BDO USA, LLP
Accountancy firm EIN2018-11-30135381590
2017 : UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-11-30$11,786,769
Total of all expenses incurred2017-11-30$3,227,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-11-30$3,127,415
Value of total assets at end of year2017-11-30$83,036,958
Value of total assets at beginning of year2017-11-30$74,477,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-11-30$100,330
Total dividends received (eg from common stock, registered investment company shares)2017-11-30$419,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-11-30$419,925
Administrative expenses professional fees incurred2017-11-30$83,498
Was this plan covered by a fidelity bond2017-11-30Yes
Value of fidelity bond cover2017-11-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2017-11-30No
Other income not declared elsewhere2017-11-30$66,212
Administrative expenses (other) incurred2017-11-30$16,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Value of net income/loss2017-11-30$8,559,024
Value of net assets at end of year (total assets less liabilities)2017-11-30$83,036,958
Value of net assets at beginning of year (total assets less liabilities)2017-11-30$74,477,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-11-30No
Were any leases to which the plan was party in default or uncollectible2017-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-11-30$75,989,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-11-30$4,746,673
Value of interest in common/collective trusts at end of year2017-11-30$7,047,137
Value of interest in common/collective trusts at beginning of year2017-11-30$69,731,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-11-30$7,982,320
Net investment gain or loss from common/collective trusts2017-11-30$3,318,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-11-30Yes
Was there a failure to transmit to the plan any participant contributions2017-11-30No
Has the plan failed to provide any benefit when due under the plan2017-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-11-30$3,127,415
Did the plan have assets held for investment2017-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-11-30No
Opinion of an independent qualified public accountant for this plan2017-11-30Unqualified
Accountancy firm name2017-11-30BDO USA, LLP
Accountancy firm EIN2017-11-30135381590
2016 : UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-11-30$4,342,413
Total of all expenses incurred2016-11-30$2,768,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-11-30$2,687,989
Value of total assets at end of year2016-11-30$74,477,934
Value of total assets at beginning of year2016-11-30$72,904,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-11-30$80,861
Total dividends received (eg from common stock, registered investment company shares)2016-11-30$127,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-11-30$127,969
Administrative expenses professional fees incurred2016-11-30$50,833
Was this plan covered by a fidelity bond2016-11-30Yes
Value of fidelity bond cover2016-11-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
Were there any nonexempt tranactions with any party-in-interest2016-11-30No
Other income not declared elsewhere2016-11-30$86,534
Administrative expenses (other) incurred2016-11-30$15,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Value of net income/loss2016-11-30$1,573,563
Value of net assets at end of year (total assets less liabilities)2016-11-30$74,477,934
Value of net assets at beginning of year (total assets less liabilities)2016-11-30$72,904,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-11-30No
Were any leases to which the plan was party in default or uncollectible2016-11-30No
Investment advisory and management fees2016-11-30$14,638
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-11-30$4,746,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-11-30$4,692,006
Value of interest in common/collective trusts at end of year2016-11-30$69,731,261
Value of interest in common/collective trusts at beginning of year2016-11-30$68,212,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-11-30$298,123
Net investment gain or loss from common/collective trusts2016-11-30$3,829,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-11-30Yes
Was there a failure to transmit to the plan any participant contributions2016-11-30No
Has the plan failed to provide any benefit when due under the plan2016-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-11-30$2,687,989
Did the plan have assets held for investment2016-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-11-30No
Opinion of an independent qualified public accountant for this plan2016-11-30Unqualified
Accountancy firm name2016-11-30BDO USA, LLP
Accountancy firm EIN2016-11-30135381590
2015 : UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-11-30$363,537
Total of all expenses incurred2015-11-30$1,905,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-11-30$1,838,218
Value of total assets at end of year2015-11-30$72,904,371
Value of total assets at beginning of year2015-11-30$74,446,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-11-30$67,220
Total dividends received (eg from common stock, registered investment company shares)2015-11-30$120,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-11-30$120,171
Administrative expenses professional fees incurred2015-11-30$51,000
Was this plan covered by a fidelity bond2015-11-30Yes
Value of fidelity bond cover2015-11-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
Were there any nonexempt tranactions with any party-in-interest2015-11-30No
Other income not declared elsewhere2015-11-30$70,538
Administrative expenses (other) incurred2015-11-30$16,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Value of net income/loss2015-11-30$-1,541,901
Value of net assets at end of year (total assets less liabilities)2015-11-30$72,904,371
Value of net assets at beginning of year (total assets less liabilities)2015-11-30$74,446,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-11-30No
Were any leases to which the plan was party in default or uncollectible2015-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-11-30$4,692,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-11-30$4,680,976
Value of interest in common/collective trusts at end of year2015-11-30$68,212,365
Value of interest in common/collective trusts at beginning of year2015-11-30$69,765,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-11-30$-552,159
Net investment gain or loss from common/collective trusts2015-11-30$724,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-11-30No
Was there a failure to transmit to the plan any participant contributions2015-11-30No
Has the plan failed to provide any benefit when due under the plan2015-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-11-30$1,838,218
Did the plan have assets held for investment2015-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-11-30No
Opinion of an independent qualified public accountant for this plan2015-11-30Unqualified
Accountancy firm name2015-11-30BDO USA, LLP
Accountancy firm EIN2015-11-30135381590
2014 : UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-11-30$8,272,848
Total of all expenses incurred2014-11-30$2,169,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-11-30$2,104,919
Value of total assets at end of year2014-11-30$74,446,272
Value of total assets at beginning of year2014-11-30$68,343,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-11-30$64,869
Total dividends received (eg from common stock, registered investment company shares)2014-11-30$138,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-11-30$138,115
Administrative expenses professional fees incurred2014-11-30$51,000
Was this plan covered by a fidelity bond2014-11-30Yes
Value of fidelity bond cover2014-11-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
Were there any nonexempt tranactions with any party-in-interest2014-11-30No
Other income not declared elsewhere2014-11-30$57,062
Administrative expenses (other) incurred2014-11-30$13,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Value of net income/loss2014-11-30$6,103,060
Value of net assets at end of year (total assets less liabilities)2014-11-30$74,446,272
Value of net assets at beginning of year (total assets less liabilities)2014-11-30$68,343,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-11-30No
Were any leases to which the plan was party in default or uncollectible2014-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-11-30$4,680,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-11-30$4,490,417
Value of interest in common/collective trusts at end of year2014-11-30$69,765,296
Value of interest in common/collective trusts at beginning of year2014-11-30$63,852,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-11-30$-40,573
Net investment gain or loss from common/collective trusts2014-11-30$8,118,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-11-30Yes
Was there a failure to transmit to the plan any participant contributions2014-11-30No
Has the plan failed to provide any benefit when due under the plan2014-11-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-11-30$2,104,919
Did the plan have assets held for investment2014-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-11-30No
Opinion of an independent qualified public accountant for this plan2014-11-30Unqualified
Accountancy firm name2014-11-30BDO USA, LLP
Accountancy firm EIN2014-11-30135381590
2013 : UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-11-30$10,659,289
Total of all expenses incurred2013-11-30$7,605,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-11-30$7,524,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-11-30$2,364,000
Value of total assets at end of year2013-11-30$68,343,212
Value of total assets at beginning of year2013-11-30$65,289,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-11-30$81,433
Total dividends received (eg from common stock, registered investment company shares)2013-11-30$135,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-11-30$135,994
Administrative expenses professional fees incurred2013-11-30$56,000
Was this plan covered by a fidelity bond2013-11-30Yes
Value of fidelity bond cover2013-11-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-11-30$0
Were there any nonexempt tranactions with any party-in-interest2013-11-30No
Administrative expenses (other) incurred2013-11-30$8,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Value of net income/loss2013-11-30$3,053,846
Value of net assets at end of year (total assets less liabilities)2013-11-30$68,343,212
Value of net assets at beginning of year (total assets less liabilities)2013-11-30$65,289,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-11-30No
Were any leases to which the plan was party in default or uncollectible2013-11-30No
Investment advisory and management fees2013-11-30$17,047
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-11-30$4,490,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-11-30$3,132,841
Value of interest in common/collective trusts at end of year2013-11-30$63,852,795
Value of interest in common/collective trusts at beginning of year2013-11-30$62,156,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-11-30$478,069
Net investment gain or loss from common/collective trusts2013-11-30$7,681,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-11-30Yes
Was there a failure to transmit to the plan any participant contributions2013-11-30No
Has the plan failed to provide any benefit when due under the plan2013-11-30No
Contributions received in cash from employer2013-11-30$2,364,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-11-30$7,524,010
Did the plan have assets held for investment2013-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-11-30No
Opinion of an independent qualified public accountant for this plan2013-11-30Unqualified
Accountancy firm name2013-11-30BDO USA, LLP
Accountancy firm EIN2013-11-30135381590
2012 : UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-11-30$12,016,611
Total of all expenses incurred2012-11-30$1,649,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-11-30$1,593,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-11-30$4,540,456
Value of total assets at end of year2012-11-30$65,289,366
Value of total assets at beginning of year2012-11-30$54,922,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-11-30$56,000
Total dividends received (eg from common stock, registered investment company shares)2012-11-30$81,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-11-30$81,459
Administrative expenses professional fees incurred2012-11-30$56,000
Was this plan covered by a fidelity bond2012-11-30Yes
Value of fidelity bond cover2012-11-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
Were there any nonexempt tranactions with any party-in-interest2012-11-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Value of net income/loss2012-11-30$10,367,187
Value of net assets at end of year (total assets less liabilities)2012-11-30$65,289,366
Value of net assets at beginning of year (total assets less liabilities)2012-11-30$54,922,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-11-30No
Were any leases to which the plan was party in default or uncollectible2012-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-11-30$3,132,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-11-30$2,533,629
Value of interest in common/collective trusts at end of year2012-11-30$62,156,525
Value of interest in common/collective trusts at beginning of year2012-11-30$52,388,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-11-30$227,317
Net investment gain or loss from common/collective trusts2012-11-30$7,167,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-11-30Yes
Was there a failure to transmit to the plan any participant contributions2012-11-30No
Has the plan failed to provide any benefit when due under the plan2012-11-30No
Contributions received in cash from employer2012-11-30$4,540,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-11-30$1,593,424
Did the plan have assets held for investment2012-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-11-30No
Opinion of an independent qualified public accountant for this plan2012-11-30Unqualified
Accountancy firm name2012-11-30BDO USA, LLP
Accountancy firm EIN2012-11-30135381590
2011 : UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-11-30$7,171,767
Total of all expenses incurred2011-11-30$2,808,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-11-30$2,752,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-11-30$3,377,510
Value of total assets at end of year2011-11-30$54,922,179
Value of total assets at beginning of year2011-11-30$50,558,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-11-30$56,000
Total dividends received (eg from common stock, registered investment company shares)2011-11-30$67,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-11-30$67,583
Administrative expenses professional fees incurred2011-11-30$56,000
Was this plan covered by a fidelity bond2011-11-30Yes
Value of fidelity bond cover2011-11-30$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-11-30$0
Were there any nonexempt tranactions with any party-in-interest2011-11-30No
Other income not declared elsewhere2011-11-30$1,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Value of net income/loss2011-11-30$4,363,620
Value of net assets at end of year (total assets less liabilities)2011-11-30$54,922,179
Value of net assets at beginning of year (total assets less liabilities)2011-11-30$50,558,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-11-30No
Were any leases to which the plan was party in default or uncollectible2011-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-11-30$2,533,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-11-30$2,383,145
Value of interest in common/collective trusts at end of year2011-11-30$52,388,550
Value of interest in common/collective trusts at beginning of year2011-11-30$48,175,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-11-30$-131,428
Net investment gain or loss from common/collective trusts2011-11-30$3,856,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-11-30Yes
Was there a failure to transmit to the plan any participant contributions2011-11-30No
Has the plan failed to provide any benefit when due under the plan2011-11-30No
Contributions received in cash from employer2011-11-30$3,377,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-11-30$2,752,147
Did the plan have assets held for investment2011-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-11-30No
Opinion of an independent qualified public accountant for this plan2011-11-30Unqualified
Accountancy firm name2011-11-30BDO USA, LLP
Accountancy firm EIN2011-11-30135381590
2010 : UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-11-30$0

Form 5500 Responses for UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN

2021: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement - TrustYes
2020: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement - TrustYes
2019: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement - TrustYes
2018: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement - TrustYes
2017: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement - TrustYes
2016: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement - TrustYes
2015: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement - TrustYes
2014: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement - TrustYes
2013: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2010: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-12-01Type of plan entitySingle employer plan
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement - TrustYes
2009: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Plan funding arrangement – InsuranceYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement – InsuranceYes
2009-12-01Plan benefit arrangement - TrustYes
2008: UNITED STATES GOLF ASSOC. DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

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