2023 Form 5500 filing — Guarino'S Swimming Pools Service, Inc. 401(K) Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240917155941NAL0004395104001) for Guarino'S Swimming Pools Service, Inc. 401(K) Profit Sharing Plan & Trust, reported by Guarino'S Swimming Pool Service, Inc. under EIN 04-2731247 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917155941NAL0004395104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Guarino'S Swimming Pool Service, Inc.
- EIN
- 04-2731247
- Plan number
- 001
- Location
- North Billerica, MA
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,044,398
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,044,398
- Employer contributions
- $132,561
- Participant contributions
- $546,328
- Total income / additions
- $1,703,693
- Benefits paid
- $1,097,505
- Administrative expenses
- $18,800
- Total expenses
- $1,126,251
- Net increase / (decrease)
- $577,442
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $17,106 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,694 | $0 |