Baystate Pools 401(K) Plan — Form 5500 plan (Baystate Pool Supplies, 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, Baystate Pools 401(K) Plan is a benefit plan reported by Baystate Pool Supplies, Inc. under EIN 04-3098928 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $12,882,505 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Baystate Pool Supplies, Inc.
EIN
04-3098928
Plan number
001
Plan type
2
Location
Billerica, MA
Latest filing year
2023
Participants
337
End-of-year plan assets
$12,882,505

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023337H, C20241015142636NAL0014837363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,882,505
Total liabilities (EOY)
$0
Net assets (EOY)
$12,882,505
Net assets (BOY)
$10,162,223

Income & contributions

Employer contributions
$172,625
Participant contributions
$996,581
Total contributions
$1,455,049
Total income / additions
$3,459,224

Expenses & distributions

Benefits paid
$682,971
Administrative expenses
$47,793
Total expenses
$738,942
Net increase / (decrease)
$2,720,282

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCADVISOR$27,860not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$17,935$02023

Related Form 5500 pages