Cody Pools 401(K) Plan — Form 5500 plan (Cody Pools, 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, Cody Pools 401(K) Plan is a benefit plan reported by Cody Pools, Inc. under EIN 20-8907120 and plan number 001. The latest loaded filing year is 2023. The filing reports 520 participants and $16,812,301 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cody Pools, Inc.
EIN
20-8907120
Plan number
001
Plan type
2
Location
Round Rock, TX
Latest filing year
2023
Participants
520
End-of-year plan assets
$16,812,301

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023520H, C20241008145031NAL0008482691003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,812,301
Net assets (EOY)
$16,812,301
Net assets (BOY)
$12,434,076

Income & contributions

Employer contributions
$1,240,009
Participant contributions
$2,334,820
Total contributions
$3,713,970
Total income / additions
$5,918,520

Expenses & distributions

Benefits paid
$1,407,563
Administrative expenses
$132,732
Total expenses
$1,540,295
Net increase / (decrease)
$4,378,225

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$2,837not reported in the loaded dataset2023

Related Form 5500 pages