Tennis Warehouse 401(K) Profit Sharing Plan — Form 5500 plan (Sports Warehouse, 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, Tennis Warehouse 401(K) Profit Sharing Plan is a benefit plan reported by Sports Warehouse, Inc. under EIN 77-0473888 and plan number 002. The latest loaded filing year is 2023. The filing reports 624 participants and $21,693,299 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sports Warehouse, Inc.
EIN
77-0473888
Plan number
002
Plan type
2
Location
San Luis Obispo, CA
Latest filing year
2023
Participants
624
End-of-year plan assets
$21,693,299

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023624H, C20241014113342NAL0044334944001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,693,299
Total liabilities (EOY)
$0
Net assets (EOY)
$21,693,299
Net assets (BOY)
$17,828,738

Income & contributions

Employer contributions
$1,554,027
Participant contributions
$318,652
Total contributions
$1,872,679
Total income / additions
$4,969,426

Expenses & distributions

Benefits paid
$930,395
Administrative expenses
$151,373
Total expenses
$1,104,865
Net increase / (decrease)
$3,864,561

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Taylor Frigon Capital ManagementINVESTMENT ADVISOR$140,928$02023

Related Form 5500 pages