Anthony & Sylvan Pools 401(K) Plan — Form 5500 plan (Anthony & Sylvan Pools Corporation)

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, Anthony & Sylvan Pools 401(K) Plan is a benefit plan reported by Anthony & Sylvan Pools Corporation under EIN 31-1522456 and plan number 001. The latest loaded filing year is 2023. The filing reports 625 participants and $30,269,966 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Anthony & Sylvan Pools Corporation
EIN
31-1522456
Plan number
001
Plan type
2
Location
Warminster, PA
Latest filing year
2023
Participants
625
End-of-year plan assets
$30,269,966

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023625H, C20241011141408NAL0011008083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,269,966
Total liabilities (EOY)
$11,476
Net assets (EOY)
$30,258,490
Net assets (BOY)
$23,801,242

Income & contributions

Employer contributions
$758,769
Participant contributions
$2,146,137
Total contributions
$3,187,735
Total income / additions
$9,543,436

Expenses & distributions

Benefits paid
$3,053,930
Administrative expenses
$4,448
Total expenses
$3,086,188
Net increase / (decrease)
$6,457,248

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$4,448$02023

Related Form 5500 pages