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POOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePOOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

POOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

POOLS BY DESIGN, INC. has sponsored the creation of one or more 401k plans.

Company Name:POOLS BY DESIGN, INC.
Employer identification number (EIN):270856232
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01THERESA CONTI2020-10-08
0012018-01-01
0012017-10-01
0012016-10-01
0012015-10-01
0012014-10-01
0012013-10-01KENNETH LARISON
0012012-10-01KENNETH LARISON

Financial Data on POOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : POOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-0567103
Net assets as of the end of the plan year2025-06-052496933
Total assets as of the beginning of the plan year2025-06-051914056
Value of plan covered by a fidelity bond2025-06-05191406
Participant contributions to plan in this plan year2025-06-05181362
Value of participant loans at end of plan year2025-06-052229
Other income to plan in this plan year2025-06-05206306
Plan net income in this plan year2025-06-05582877
Net assets as of the end of the plan year2025-06-052496933
Net assets as of the beginning of the plan year2025-06-051914056
Employer contributions to plan in this plan year2025-06-05262312
Fees paid to broker by Benefit Provider2025-06-055648
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-0523859
2024 : POOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-1983356
Net assets as of the end of the plan year2024-06-191914056
Total assets as of the beginning of the plan year2024-06-191381608
Value of plan covered by a fidelity bond2024-06-19138161
Participant contributions to plan in this plan year2024-06-19192258
Value of participant loans at end of plan year2024-06-193061
Other income to plan in this plan year2024-06-19189302
Plan net income in this plan year2024-06-19532448
Net assets as of the end of the plan year2024-06-191914056
Net assets as of the beginning of the plan year2024-06-191381608
Employer contributions to plan in this plan year2024-06-19234244
Fees paid to broker by Benefit Provider2024-06-195671
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1922406
2017 : POOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$48,854
Expenses. Total of all expenses incurred2017-12-31$457
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$263,646
Total plan assets at beginning of year2017-12-31$215,249
Value of fidelity bond covering the plan2017-12-31$30,000
Total contributions received or receivable from participants2017-12-31$37,322
Expenses. Other expenses not covered elsewhere2017-12-31$457
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$5,847
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$48,397
Net plan assets at end of year (total assets less liabilities)2017-12-31$263,646
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$215,249
Total contributions received or receivable from employer(s)2017-12-31$5,685
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total plan liabilities at end of year2017-09-30$0
Total plan liabilities at beginning of year2017-09-30$0
Total income from all sources2017-09-30$99,161
Expenses. Total of all expenses incurred2017-09-30$1,868
Benefits paid (including direct rollovers)2017-09-30$0
Total plan assets at end of year2017-09-30$215,249
Total plan assets at beginning of year2017-09-30$117,956
Value of fidelity bond covering the plan2017-09-30$30,000
Total contributions received or receivable from participants2017-09-30$29,965
Expenses. Other expenses not covered elsewhere2017-09-30$0
Contributions received from other sources (not participants or employers)2017-09-30$0
Other income received2017-09-30$14,881
Noncash contributions received2017-09-30$0
Net income (gross income less expenses)2017-09-30$97,293
Net plan assets at end of year (total assets less liabilities)2017-09-30$215,249
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$117,956
Total contributions received or receivable from employer(s)2017-09-30$54,315
Value of certain deemed distributions of participant loans2017-09-30$0
Value of corrective distributions2017-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$1,868
2016 : POOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-09-30$0
Total plan liabilities at beginning of year2016-09-30$0
Total income from all sources2016-09-30$48,588
Expenses. Total of all expenses incurred2016-09-30$1,047
Total plan assets at end of year2016-09-30$117,956
Total plan assets at beginning of year2016-09-30$70,415
Value of fidelity bond covering the plan2016-09-30$20,000
Total contributions received or receivable from participants2016-09-30$17,051
Other income received2016-09-30$6,537
Net income (gross income less expenses)2016-09-30$47,541
Net plan assets at end of year (total assets less liabilities)2016-09-30$117,956
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$70,415
Total contributions received or receivable from employer(s)2016-09-30$25,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$1,047
2015 : POOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-09-30$0
Total plan liabilities at end of year2015-09-30$0
Total plan liabilities at beginning of year2015-09-30$0
Total income from all sources2015-09-30$42,990
Expenses. Total of all expenses incurred2015-09-30$545
Benefits paid (including direct rollovers)2015-09-30$0
Total plan assets at end of year2015-09-30$70,415
Total plan assets at beginning of year2015-09-30$27,970
Value of fidelity bond covering the plan2015-09-30$20,000
Total contributions received or receivable from participants2015-09-30$19,474
Expenses. Other expenses not covered elsewhere2015-09-30$0
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$-1,485
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$42,445
Net plan assets at end of year (total assets less liabilities)2015-09-30$70,415
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$27,970
Total contributions received or receivable from employer(s)2015-09-30$25,001
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$545
2014 : POOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-09-30$0
Total plan liabilities at end of year2014-09-30$0
Total plan liabilities at beginning of year2014-09-30$0
Total income from all sources2014-09-30$396
Expenses. Total of all expenses incurred2014-09-30$426
Total plan assets at end of year2014-09-30$27,970
Total plan assets at beginning of year2014-09-30$28,000
Value of fidelity bond covering the plan2014-09-30$20,000
Total contributions received or receivable from participants2014-09-30$0
Expenses. Other expenses not covered elsewhere2014-09-30$426
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$396
Noncash contributions received2014-09-30$0
Net income (gross income less expenses)2014-09-30$-30
Net plan assets at end of year (total assets less liabilities)2014-09-30$27,970
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$28,000
Total contributions received or receivable from employer(s)2014-09-30$0
2013 : POOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-09-30$0
Total plan liabilities at end of year2013-09-30$0
Total plan liabilities at beginning of year2013-09-30$0
Total income from all sources2013-09-30$28,000
Expenses. Total of all expenses incurred2013-09-30$0
Benefits paid (including direct rollovers)2013-09-30$0
Total plan assets at end of year2013-09-30$28,000
Total plan assets at beginning of year2013-09-30$0
Total contributions received or receivable from participants2013-09-30$0
Expenses. Other expenses not covered elsewhere2013-09-30$0
Contributions received from other sources (not participants or employers)2013-09-30$0
Other income received2013-09-30$0
Noncash contributions received2013-09-30$0
Net income (gross income less expenses)2013-09-30$28,000
Net plan assets at end of year (total assets less liabilities)2013-09-30$28,000
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$0
Total contributions received or receivable from employer(s)2013-09-30$28,000
Value of certain deemed distributions of participant loans2013-09-30$0
Value of corrective distributions2013-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$0

Form 5500 Responses for POOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN

2017: POOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: POOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: POOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: POOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: POOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: POOLS BY DESIGN, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01First time form 5500 has been submittedYes
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number620173
Policy instance 1

Potentially related plans

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