2023 Form 5500 filing — Bath Saver, Inc. 401(K) 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 20241008114820NAL0009607091001) for Bath Saver, Inc. 401(K) Plan, reported by Bath Saver, Inc. under EIN 25-1799625 and plan number 001. It reports 697 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008114820NAL0009607091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bath Saver, Inc.
- EIN
- 25-1799625
- Plan number
- 001
- Location
- Lewisberry, PA
- Participants
- 697
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,472,463
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,472,463
- Employer contributions
- $146,544
- Participant contributions
- $1,217,663
- Total income / additions
- $3,398,957
- Benefits paid
- $989,228
- Administrative expenses
- $77,968
- Total expenses
- $1,067,196
- Net increase / (decrease)
- $2,331,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $68,358 | $0 |
| Cambridge Investment Research Inc | BROKER/ADVISOR | $0 | $25,382 |
| Pennsylvania Pension Planners, Inc. | CONTRACT ADMIN | $2,625 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $7,725 | not reported in the loaded dataset |