Bay Area Pools And Spas, LLC Dba Pool Troopers 401(K) Profit Sharing Plan — Form 5500 plan (Bay Area Pools And Spas, LLC Dba Pool Troopers)
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, Bay Area Pools And Spas, LLC Dba Pool Troopers 401(K) Profit Sharing Plan is a benefit plan reported by Bay Area Pools And Spas, LLC Dba Pool Troopers under EIN 59-0937267 and plan number 001. The latest loaded filing year is 2023. The filing reports 521 participants and $5,425,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bay Area Pools And Spas, LLC Dba Pool Troopers
- EIN
- 59-0937267
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 521
- End-of-year plan assets
- $5,425,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 521 | H, C | 20250501172721NAL0005070752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,425,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,425,914
- Net assets (BOY)
- $3,870,660
Income & contributions
- Employer contributions
- $338,218
- Participant contributions
- $547,208
- Total contributions
- $1,296,692
- Total income / additions
- $2,108,660
Expenses & distributions
- Benefits paid
- $527,405
- Administrative expenses
- $26,001
- Total expenses
- $553,406
- Net increase / (decrease)
- $1,555,254
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co | RECORDKEEPER | $13,313 | $0 | 2023 |
| Raymond James & Assoc | INVESTMENT ADVISOR | $11,019 | not reported in the loaded dataset | 2023 |
| Florida Retirement Consultants | TPA | $1,919 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bay Area Pools And Spas, LLC Dba Pool Troopers
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Empower Annuity Ins Co — Schedule C compensation
- Raymond James & Assoc — Schedule C compensation
- Florida Retirement Consultants — Schedule C compensation