2023 Form 5500 filing — Universal Pool Company, Inc 401(K) Savings Plan
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 20240918131631NAL0004625425001) for Universal Pool Company, Inc 401(K) Savings Plan, reported by Universal Pool Company, Inc under EIN 36-3622959 and plan number 001. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918131631NAL0004625425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universal Pool Company, Inc
- EIN
- 36-3622959
- Plan number
- 001
- Location
- South Holland, IL
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,830,203
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,830,203
- Employer contributions
- $165,463
- Participant contributions
- $800,026
- Total income / additions
- $3,491,573
- Benefits paid
- $284,833
- Administrative expenses
- -$8,682
- Total expenses
- $292,476
- Net increase / (decrease)
- $3,199,097
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | ADVISOR | $28,796 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$4,318 | $0 |