The Pool And Spa Depot LLC 401(K) Plan — Form 5500 plan (The Pool And Spa Depot 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, The Pool And Spa Depot LLC 401(K) Plan is a benefit plan reported by The Pool And Spa Depot LLC under EIN 62-1651281 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $1,924,407 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Pool And Spa Depot LLC
- EIN
- 62-1651281
- Plan number
- 001
- Plan type
- 2
- Location
- Lavergne, TN
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $1,924,407
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20241015123839NAL0029650625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,924,407
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,924,407
- Net assets (BOY)
- $1,495,684
Income & contributions
- Employer contributions
- $240,704
- Participant contributions
- $399,872
- Total contributions
- $640,576
- Total income / additions
- $920,005
Expenses & distributions
- Benefits paid
- $413,880
- Administrative expenses
- $31,729
- Total expenses
- $491,282
- Net increase / (decrease)
- $428,723
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $15,153 | $0 | 2023 |
| Stones River Consulting | RECORDKEEPER | $8,559 | $0 | 2023 |
| Vision401k | INVESTMENT ADVISORY - PL | $8,012 | not reported in the loaded dataset | 2023 |