Guarino'S Swimming Pools Service, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Guarino'S Swimming Pool Service, Inc.)

Plain-English plan 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, Guarino'S Swimming Pools Service, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Guarino'S Swimming Pool Service, Inc. under EIN 04-2731247 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $7,044,398 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Guarino'S Swimming Pool Service, Inc.
EIN
04-2731247
Plan number
001
Plan type
2
Location
North Billerica, MA
Latest filing year
2023
Participants
262
End-of-year plan assets
$7,044,398

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20240917155941NAL0004395104001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,044,398
Total liabilities (EOY)
$0
Net assets (EOY)
$7,044,398
Net assets (BOY)
$6,466,956

Income & contributions

Employer contributions
$132,561
Participant contributions
$546,328
Total contributions
$678,889
Total income / additions
$1,703,693

Expenses & distributions

Benefits paid
$1,097,505
Administrative expenses
$18,800
Total expenses
$1,126,251
Net increase / (decrease)
$577,442

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCADVISOR$17,106not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,694$02023

Related Form 5500 pages