Davis Family Swim School Inc. Retirement Plan — Form 5500 plan (Davis Family Swim School 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, Davis Family Swim School Inc. Retirement Plan is a benefit plan reported by Davis Family Swim School Inc under EIN 83-1835880 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $850,175 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davis Family Swim School Inc
- EIN
- 83-1835880
- Plan number
- 001
- Plan type
- 2
- Location
- Bonita Springs, FL
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $850,175
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240503054228NAL0018735793001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $850,175
- Net assets (EOY)
- $850,175
- Net assets (BOY)
- $849,854
Income & contributions
- Total income / additions
- $321
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $321
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.