Bath Saver, Inc. 401(K) Plan — Form 5500 plan (Bath Saver, 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, Bath Saver, Inc. 401(K) Plan is a benefit plan reported by Bath Saver, Inc. under EIN 25-1799625 and plan number 001. The latest loaded filing year is 2023. The filing reports 697 participants and $12,472,463 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bath Saver, Inc.
- EIN
- 25-1799625
- Plan number
- 001
- Plan type
- 2
- Location
- Lewisberry, PA
- Latest filing year
- 2023
- Participants
- 697
- End-of-year plan assets
- $12,472,463
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 697 | H, C | 20241008114820NAL0009607091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,472,463
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,472,463
- Net assets (BOY)
- $10,140,702
Income & contributions
- Employer contributions
- $146,544
- Participant contributions
- $1,217,663
- Total contributions
- $1,418,606
- Total income / additions
- $3,398,957
Expenses & distributions
- Benefits paid
- $989,228
- Administrative expenses
- $77,968
- Total expenses
- $1,067,196
- Net increase / (decrease)
- $2,331,761
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $68,358 | $0 | 2023 |
| Cambridge Investment Research Inc | BROKER/ADVISOR | $0 | $25,382 | 2023 |
| Pennsylvania Pension Planners, Inc. | CONTRACT ADMIN | $2,625 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $7,725 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bath Saver, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lewisberry, PA
- Empower Annuity Insurance Company O — Schedule C compensation
- Cambridge Investment Research Inc — Schedule C compensation
- Pennsylvania Pension Planners, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation