Foss Swim School, LLC 401(K) Plan — Form 5500 plan (Foss Swim School, LLC)

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, Foss Swim School, LLC 401(K) Plan is a benefit plan reported by Foss Swim School, LLC under EIN 27-2224351 and plan number 001. The latest loaded filing year is 2023. The filing reports 880 participants and $6,682,874 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Foss Swim School, LLC
EIN
27-2224351
Plan number
001
Plan type
2
Location
Eden Prairie, MN
Latest filing year
2023
Participants
880
End-of-year plan assets
$6,682,874

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023880H, C20241009131825NAL0019279009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,682,874
Total liabilities (EOY)
$0
Net assets (EOY)
$6,682,874
Net assets (BOY)
$5,221,778

Income & contributions

Employer contributions
$234,976
Participant contributions
$496,972
Total contributions
$1,460,253
Total income / additions
$2,387,059

Expenses & distributions

Benefits paid
$882,146
Administrative expenses
$43,817
Total expenses
$925,963
Net increase / (decrease)
$1,461,096

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valmark Advisers, Inc.INVESTMENT ADVISOR$22,779not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$1,013not reported in the loaded dataset2023

Related Form 5500 pages