Universal Pool Company, Inc 401(K) Savings Plan — Form 5500 plan (Universal Pool Company, 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, Universal Pool Company, Inc 401(K) Savings Plan is a benefit plan reported by Universal Pool Company, Inc under EIN 36-3622959 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $17,830,203 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Universal Pool Company, Inc
EIN
36-3622959
Plan number
001
Plan type
2
Location
South Holland, IL
Latest filing year
2023
Participants
218
End-of-year plan assets
$17,830,203

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20240918131631NAL0004625425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,830,203
Total liabilities (EOY)
$0
Net assets (EOY)
$17,830,203
Net assets (BOY)
$14,631,106

Income & contributions

Employer contributions
$165,463
Participant contributions
$800,026
Total contributions
$965,489
Total income / additions
$3,491,573

Expenses & distributions

Benefits paid
$284,833
Administrative expenses
-$8,682
Total expenses
$292,476
Net increase / (decrease)
$3,199,097

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCADVISOR$28,796not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$4,318$02023

Related Form 5500 pages