2023 Form 5500 filing — The Pool And Spa Depot LLC 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 20241015123839NAL0029650625001) for The Pool And Spa Depot LLC 401(K) Plan, reported by The Pool And Spa Depot LLC under EIN 62-1651281 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123839NAL0029650625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Pool And Spa Depot LLC
- EIN
- 62-1651281
- Plan number
- 001
- Location
- Lavergne, TN
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,924,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,924,407
- Employer contributions
- $240,704
- Participant contributions
- $399,872
- Total income / additions
- $920,005
- Benefits paid
- $413,880
- Administrative expenses
- $31,729
- Total expenses
- $491,282
- Net increase / (decrease)
- $428,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $15,153 | $0 |
| Stones River Consulting | RECORDKEEPER | $8,559 | $0 |
| Vision401k | INVESTMENT ADVISORY - PL | $8,012 | not reported in the loaded dataset |