Recreation World, Inc. 401(K) Plan And Trust — Form 5500 plan (Recreation World, 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, Recreation World, Inc. 401(K) Plan And Trust is a benefit plan reported by Recreation World, Inc. under EIN 59-1695648 and plan number 002. The latest loaded filing year is 2023. The filing reports 174 participants and $2,482,285 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Recreation World, Inc.
- EIN
- 59-1695648
- Plan number
- 002
- Plan type
- 2
- Location
- Winter Garden, FL
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $2,482,285
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20260205122747NAL0006724307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,482,285
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,482,285
- Net assets (BOY)
- $2,029,253
Income & contributions
- Employer contributions
- $44,500
- Participant contributions
- $229,668
- Total contributions
- $274,168
- Total income / additions
- $543,355
Expenses & distributions
- Benefits paid
- $76,451
- Administrative expenses
- $13,872
- Total expenses
- $90,323
- Net increase / (decrease)
- $453,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Life Agency | INVESTMENT ADVISOR | $6,319 | not reported in the loaded dataset | 2023 |
| Kb Pension Services Inc | CONTRACT ADMIN | $805 | $1,043 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $342 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Recreation World, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Winter Garden, FL
- Merrill Lynch Life Agency — Schedule C compensation
- Kb Pension Services Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation