World Surf League 401(K) Profit Sharing Plan And Trust — Form 5500 plan (World Surf League)

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, World Surf League 401(K) Profit Sharing Plan And Trust is a benefit plan reported by World Surf League under EIN 46-1753105 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $5,512,017 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
World Surf League
EIN
46-1753105
Plan number
001
Plan type
2
Location
El Segundo, CA
Latest filing year
2023
Participants
240
End-of-year plan assets
$5,512,017

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023240H, C20241015073458NAL0046926224001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,512,017
Total liabilities (EOY)
$98,918
Net assets (EOY)
$5,413,099
Net assets (BOY)
$3,922,199

Income & contributions

Employer contributions
$4,160
Participant contributions
$860,482
Total contributions
$911,236
Total income / additions
$1,813,708

Expenses & distributions

Benefits paid
$298,873
Administrative expenses
$22,988
Total expenses
$322,808
Net increase / (decrease)
$1,490,900

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forest Capital Management, LLCINVESTMENT/FINANCIAL ADVI$20,149$02023
Adp, Inc.RECORD KEEPER$2,836$02023

Related Form 5500 pages