2023 Form 5500 filing — Baystate Pools 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 20241015142636NAL0014837363001) for Baystate Pools 401(K) Plan, reported by Baystate Pool Supplies, Inc. under EIN 04-3098928 and plan number 001. It reports 337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142636NAL0014837363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baystate Pool Supplies, Inc.
- EIN
- 04-3098928
- Plan number
- 001
- Location
- Billerica, MA
- Participants
- 337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,882,505
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,882,505
- Employer contributions
- $172,625
- Participant contributions
- $996,581
- Total income / additions
- $3,459,224
- Benefits paid
- $682,971
- Administrative expenses
- $47,793
- Total expenses
- $738,942
- Net increase / (decrease)
- $2,720,282
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $27,860 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $17,935 | $0 |