2023 Form 5500 filing — Foss Swim School, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009131825NAL0019279009001) for Foss Swim School, LLC 401(K) Plan, reported by Foss Swim School, LLC under EIN 27-2224351 and plan number 001. It reports 880 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009131825NAL0019279009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Foss Swim School, LLC
- EIN
- 27-2224351
- Plan number
- 001
- Location
- Eden Prairie, MN
- Participants
- 880
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,682,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,682,874
- Employer contributions
- $234,976
- Participant contributions
- $496,972
- Total income / additions
- $2,387,059
- Benefits paid
- $882,146
- Administrative expenses
- $43,817
- Total expenses
- $925,963
- Net increase / (decrease)
- $1,461,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valmark Advisers, Inc. | INVESTMENT ADVISOR | $22,779 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,013 | not reported in the loaded dataset |