Plan5500

The Pond Guy, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (The Pond Guy, 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, The Pond Guy, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by The Pond Guy, Inc. under EIN 38-3515198 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $8,560,549 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.6MPlan net assets, end of year$8,560,549
Participants160Covered participants reported
Assets / participant$53.5KComputed: assets ÷ participants$53,503 (computed)
Provider compensation$25.7K2 Schedule C provider row(s)$25,736
Plan sponsor
The Pond Guy, Inc.
EIN
38-3515198
Plan number
001
Plan type
2
Location
Armada, MI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    160 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.6M total assets
Net assets$8.6MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$347.8K
Benefits paid / distributions$300.6K
Contributions
Employer$308.7K
Participant$769.6K
Full reported line items

Net assets

Total assets (EOY)
$8,560,549
Total liabilities (EOY)
$0
Net assets (EOY)
$8,560,549
Net assets (BOY)
$5,242,472

Income & contributions

Employer contributions
$308,664
Participant contributions
$769,560
Total contributions
$2,534,116
Total income / additions
$3,665,883

Expenses & distributions

Benefits paid
$300,582
Administrative expenses
$47,224
Total expenses
$347,806
Net increase / (decrease)
$3,318,077
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Raymond James$14.6K
    INVESTMENT/FINANCIAL ADVI · Direct $14.6K · Indirect $0
  2. 2
    Adp, Inc.$11.2K
    RECORD KEEPER · Direct $11.2K · Indirect $0

Related Form 5500 pages