2023 Form 5500 filing — Recreation World, Inc. 401(K) Plan And Trust
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 20260205122747NAL0006724307001) for Recreation World, Inc. 401(K) Plan And Trust, reported by Recreation World, Inc. under EIN 59-1695648 and plan number 002. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260205122747NAL0006724307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Recreation World, Inc.
- EIN
- 59-1695648
- Plan number
- 002
- Location
- Winter Garden, FL
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,482,285
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,482,285
- Employer contributions
- $44,500
- Participant contributions
- $229,668
- Total income / additions
- $543,355
- Benefits paid
- $76,451
- Administrative expenses
- $13,872
- Total expenses
- $90,323
- Net increase / (decrease)
- $453,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Life Agency | INVESTMENT ADVISOR | $6,319 | not reported in the loaded dataset |
| Kb Pension Services Inc | CONTRACT ADMIN | $805 | $1,043 |
| Empower Annuity Insurance Company | RECORDKEEPER | $342 | $0 |