Fun Town Rv Retirement Savings Plan — Form 5500 plan (Fun Town Rv, Lp)

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, Fun Town Rv Retirement Savings Plan is a benefit plan reported by Fun Town Rv, Lp under EIN 80-0596286 and plan number 001. The latest loaded filing year is 2023. The filing reports 674 participants and $10,802,837 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fun Town Rv, Lp
EIN
80-0596286
Plan number
001
Plan type
2
Location
Cleburne, TX
Latest filing year
2023
Participants
674
End-of-year plan assets
$10,802,837

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023674H, C20241015121357NAL0014594323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,802,837
Total liabilities (EOY)
$51
Net assets (EOY)
$10,802,786
Net assets (BOY)
$8,551,015

Income & contributions

Employer contributions
$1,470,596
Participant contributions
$1,314,689
Total contributions
$2,905,496
Total income / additions
$4,556,989

Expenses & distributions

Benefits paid
$2,160,234
Administrative expenses
$87,292
Total expenses
$2,305,218
Net increase / (decrease)
$2,251,771

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$58,787$02023
Frost BankADVISOR$26,292not reported in the loaded dataset2023

Related Form 5500 pages