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S & R POOL AND SPA, INC. EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameS & R POOL AND SPA, INC. EMPLOYEES RETIREMENT PLAN
Plan identification number 001

S & R POOL AND SPA, INC. EMPLOYEES RETIREMENT 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

S & R POOL AND SPA, INC. has sponsored the creation of one or more 401k plans.

Company Name:S & R POOL AND SPA, INC.
Employer identification number (EIN):222953094
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & R POOL AND SPA, INC. EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KEVIN LEVONAITIS2024-09-29
0012022-01-01KEVIN LEVONAITIS2023-10-11
0012021-01-01KEVIN LEVONAITIS2022-09-26
0012020-01-01KEVIN LEVONAITIS2021-10-06
0012019-01-01KEVIN LEVONAITIS2020-10-08

Plan Statistics for S & R POOL AND SPA, INC. EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for S & R POOL AND SPA, INC. EMPLOYEES RETIREMENT PLAN

Measure Date Value
2025: S & R POOL AND SPA, INC. EMPLOYEES RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0613
Total number of particpants at end of year2025-10-0614
Number of Participants With Account Balances2025-10-0614
2024: S & R POOL AND SPA, INC. EMPLOYEES RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-2913
Total number of particpants at end of year2024-09-2913
Number of Participants With Account Balances2024-09-2913
2022: S & R POOL AND SPA, INC. EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-268
Total number of particpants at end of year2022-09-2611
Number of Participants With Account Balances2022-09-2611

Financial Data on S & R POOL AND SPA, INC. EMPLOYEES RETIREMENT PLAN

Measure Date Value
2025 : S & R POOL AND SPA, INC. EMPLOYEES RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0649407
Net assets as of the end of the plan year2025-10-06860345
Total assets as of the beginning of the plan year2025-10-06647098
Participant contributions to plan in this plan year2025-10-0661000
Other income to plan in this plan year2025-10-06193255
Plan net income in this plan year2025-10-06213247
Net assets as of the end of the plan year2025-10-06860345
Net assets as of the beginning of the plan year2025-10-06647098
Employer contributions to plan in this plan year2025-10-068399
2024 : S & R POOL AND SPA, INC. EMPLOYEES RETIREMENT PLAN 2024 401k financial data
Net assets as of the end of the plan year2024-09-29647098
Total assets as of the beginning of the plan year2024-09-29366829
Participant contributions to plan in this plan year2024-09-2960000
Other income to plan in this plan year2024-09-29101529
Plan net income in this plan year2024-09-29280269
Net assets as of the end of the plan year2024-09-29647098
Net assets as of the beginning of the plan year2024-09-29366829
Employer contributions to plan in this plan year2024-09-29118740
2022 : S & R POOL AND SPA, INC. EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-260
Net assets as of the end of the plan year2022-09-26282939
Total assets as of the beginning of the plan year2022-09-26121457
Participant contributions to plan in this plan year2022-09-2652000
Other contributions to plan in this plan year2022-09-260
Other income to plan in this plan year2022-09-2613372
Plan net income in this plan year2022-09-26161482
Net assets as of the end of the plan year2022-09-26282939
Net assets as of the beginning of the plan year2022-09-26121457
Employer contributions to plan in this plan year2022-09-2696110
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-260

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