2023 Form 5500 filing — Bay Area Pools And Spas, LLC Dba Pool Troopers 401(K) Profit Sharing 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 20250501172721NAL0005070752001) for Bay Area Pools And Spas, LLC Dba Pool Troopers 401(K) Profit Sharing Plan, reported by Bay Area Pools And Spas, LLC Dba Pool Troopers under EIN 59-0937267 and plan number 001. It reports 521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501172721NAL0005070752001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bay Area Pools And Spas, LLC Dba Pool Troopers
- EIN
- 59-0937267
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,425,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,425,914
- Employer contributions
- $338,218
- Participant contributions
- $547,208
- Total income / additions
- $2,108,660
- Benefits paid
- $527,405
- Administrative expenses
- $26,001
- Total expenses
- $553,406
- Net increase / (decrease)
- $1,555,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co | RECORDKEEPER | $13,313 | $0 |
| Raymond James & Assoc | INVESTMENT ADVISOR | $11,019 | not reported in the loaded dataset |
| Florida Retirement Consultants | TPA | $1,919 | $0 |