Plan5500

Master Spas, LLC 401(K) Plan — Form 5500 plan (Master Spas, LLC)

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, Master Spas, LLC 401(K) Plan is a benefit plan reported by Master Spas, LLC under EIN 35-1974251 and plan number 001. The latest loaded filing year is 2023. The filing reports 996 participants and $12,481,123 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Master Spas, LLC
EIN
35-1974251
Plan number
001
Plan type
2
Location
Fort Wayne, IN
Latest filing year
2023
Participants
996
End-of-year plan assets
$12,481,123

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023996H, C20241003130627NAL0017725536001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,481,123
Total liabilities (EOY)
$100
Net assets (EOY)
$12,481,023
Net assets (BOY)
$10,286,614

Income & contributions

Employer contributions
$651,441
Participant contributions
$1,086,943
Total contributions
$1,940,765
Total income / additions
$3,754,077

Expenses & distributions

Benefits paid
$1,532,943
Administrative expenses
$26,725
Total expenses
$1,559,668
Net increase / (decrease)
$2,194,409

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial GroupINVESTMENT ADVISOR$25,000not reported in the loaded dataset2023
Retirement Plan Concepts & ServicesCONTRACT ADMIN$9,404not reported in the loaded dataset2023
Capital Group Retirement Plan SrvsRECORDKEEPER$3,275$02023

Related Form 5500 pages