The Pond Guy, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (The Pond Guy, 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, The Pond Guy, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by The Pond Guy, Inc. under EIN 38-3515198 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $8,560,549 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.6MPlan net assets, end of year$8,560,549
Participants160Covered participants reported
Assets / participant$53.5KComputed: assets ÷ participants$53,503 (computed)
Provider compensation$25.7K2 Schedule C provider row(s)$25,736
- Plan sponsor
- The Pond Guy, Inc.
- EIN
- 38-3515198
- Plan number
- 001
- Plan type
- 2
- Location
- Armada, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241001053525NAL0010988000001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8.6M total assets
Net assets$8.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,560,549
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,560,549
- Net assets (BOY)
- $5,242,472
Income & contributions
- Employer contributions
- $308,664
- Participant contributions
- $769,560
- Total contributions
- $2,534,116
- Total income / additions
- $3,665,883
Expenses & distributions
- Benefits paid
- $300,582
- Administrative expenses
- $47,224
- Total expenses
- $347,806
- Net increase / (decrease)
- $3,318,077
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT/FINANCIAL ADVI | $14,573 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $11,163 | $0 | 2023 |