2023 Form 5500 filing — Tennis Warehouse 401(K) Profit Sharing 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 20241014113342NAL0044334944001) for Tennis Warehouse 401(K) Profit Sharing Plan, reported by Sports Warehouse, Inc. under EIN 77-0473888 and plan number 002. It reports 624 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113342NAL0044334944001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sports Warehouse, Inc.
- EIN
- 77-0473888
- Plan number
- 002
- Location
- San Luis Obispo, CA
- Participants
- 624
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,693,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,693,299
- Employer contributions
- $1,554,027
- Participant contributions
- $318,652
- Total income / additions
- $4,969,426
- Benefits paid
- $930,395
- Administrative expenses
- $151,373
- Total expenses
- $1,104,865
- Net increase / (decrease)
- $3,864,561
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Taylor Frigon Capital Management | INVESTMENT ADVISOR | $140,928 | $0 |