Weller Pools Usa, Inc. Esop And Trust — Form 5500 plan (Weller Pools Usa, 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, Weller Pools Usa, Inc. Esop And Trust is a benefit plan reported by Weller Pools Usa, Inc. under EIN 26-1498214 and plan number 002. The latest loaded filing year is 2023. The filing reports 75 participants and $13,455,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weller Pools Usa, Inc.
- EIN
- 26-1498214
- Plan number
- 002
- Plan type
- 2
- Location
- Apopka, FL
- Latest filing year
- 2023
- Participants
- 75
- End-of-year plan assets
- $13,455,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 75 | I | 20240729122945NAL0029737856001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,455,000
- Total liabilities (EOY)
- $1,898,590
- Net assets (EOY)
- $11,556,410
- Net assets (BOY)
- $12,431,250
Income & contributions
- Employer contributions
- $344,250
- Participant contributions
- $0
- Total income / additions
- $1,368,000
Expenses & distributions
- Benefits paid
- $2,242,840
- Administrative expenses
- $0
- Total expenses
- $2,242,840
- Net increase / (decrease)
- -$874,840
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.