2023 Form 5500 filing — Cody Pools 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 20241008145031NAL0008482691003) for Cody Pools 401(K) Plan, reported by Cody Pools, Inc. under EIN 20-8907120 and plan number 001. It reports 520 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008145031NAL0008482691003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cody Pools, Inc.
- EIN
- 20-8907120
- Plan number
- 001
- Location
- Round Rock, TX
- Participants
- 520
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,812,301
- Net assets (EOY)
- $16,812,301
- Employer contributions
- $1,240,009
- Participant contributions
- $2,334,820
- Total income / additions
- $5,918,520
- Benefits paid
- $1,407,563
- Administrative expenses
- $132,732
- Total expenses
- $1,540,295
- Net increase / (decrease)
- $4,378,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $2,837 | not reported in the loaded dataset |