Latham Pool Products, Inc. 401(K) Savings Plan — Form 5500 plan (Latham Pool Products, 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, Latham Pool Products, Inc. 401(K) Savings Plan is a benefit plan reported by Latham Pool Products, Inc. under EIN 27-1694029 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,197 participants and $49,211,682 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Latham Pool Products, Inc.
- EIN
- 27-1694029
- Plan number
- 001
- Plan type
- 2
- Location
- Latham, NY
- Latest filing year
- 2023
- Participants
- 2,197
- End-of-year plan assets
- $49,211,682
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,197 | H, C | 20241004102031NAL0006597603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,211,682
- Total liabilities (EOY)
- $101,035
- Net assets (EOY)
- $49,110,647
- Net assets (BOY)
- $38,715,846
Income & contributions
- Employer contributions
- $1,722,528
- Participant contributions
- $4,651,639
- Total contributions
- $7,048,300
- Total income / additions
- $14,873,749
Expenses & distributions
- Benefits paid
- $4,264,339
- Administrative expenses
- $214,609
- Total expenses
- $4,478,948
- Net increase / (decrease)
- $10,394,801
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $129,985 | $0 | 2023 |
| Creative Planning LLC | ADVISOR | $52,062 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $20,422 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors | ADVISOR | $10,617 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Latham Pool Products, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Latham, NY
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Lockton Investment Advisors — Schedule C compensation