FREESTYLE POOLS & SPA, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FREESTYLE POOLS & SPA, INC.
401k plan membership statisitcs for THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FREESTYLE POOLS & SPA, INC.
| Measure | Date | Value |
|---|
| 2020: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FREESTYLE POOLS & SPA, INC. 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
| Total of all active and inactive participants | 2020-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 25 |
| Number of participants with account balances | 2020-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FREESTYLE POOLS & SPA, INC. 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 5 |
| Total of all active and inactive participants | 2019-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 25 |
| Number of participants with account balances | 2019-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FREESTYLE POOLS & SPA, INC. 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 20 |
| Number of participants with account balances | 2018-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FREESTYLE POOLS & SPA, INC. 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 26 |
| Number of retired or separated participants receiving benefits | 2017-04-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 2 |
| Total of all active and inactive participants | 2017-04-01 | 29 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 0 |
| Total participants | 2017-04-01 | 29 |
| Number of participants with account balances | 2017-04-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FREESTYLE POOLS & SPA, INC. 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $582,330 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $26,962 |
| Total plan assets at end of year | 2020-12-31 | $2,780,200 |
| Total plan assets at beginning of year | 2020-12-31 | $2,224,832 |
| Total contributions received or receivable from participants | 2020-12-31 | $79,931 |
| Other income received | 2020-12-31 | $464,387 |
| Net income (gross income less expenses) | 2020-12-31 | $555,368 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,780,200 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,224,832 |
| Assets. Value of participant loans | 2020-12-31 | $1,765 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $38,012 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $26,962 |
| 2019 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FREESTYLE POOLS & SPA, INC. 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $527,354 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $28,033 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $4,015 |
| Total plan assets at end of year | 2019-12-31 | $2,224,832 |
| Total plan assets at beginning of year | 2019-12-31 | $1,725,511 |
| Total contributions received or receivable from participants | 2019-12-31 | $70,159 |
| Other income received | 2019-12-31 | $430,754 |
| Net income (gross income less expenses) | 2019-12-31 | $499,321 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,224,832 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,725,511 |
| Assets. Value of participant loans | 2019-12-31 | $4,181 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $26,441 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $24,018 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FREESTYLE POOLS & SPA, INC. 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-18,650 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $59,981 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $38,000 |
| Total plan assets at end of year | 2018-12-31 | $1,725,511 |
| Total plan assets at beginning of year | 2018-12-31 | $1,804,142 |
| Total contributions received or receivable from participants | 2018-12-31 | $76,024 |
| Other income received | 2018-12-31 | $-125,795 |
| Net income (gross income less expenses) | 2018-12-31 | $-78,631 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,725,511 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,804,142 |
| Assets. Value of participant loans | 2018-12-31 | $1,136 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $31,121 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $21,981 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FREESTYLE POOLS & SPA, INC. 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $164,988 |
| Total income from all sources | 2017-12-31 | $1,662,391 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $23,237 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $9,663 |
| Total plan assets at end of year | 2017-12-31 | $1,804,142 |
| Total plan assets at beginning of year | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $37,319 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $226 |
| Other income received | 2017-12-31 | $1,603,984 |
| Net income (gross income less expenses) | 2017-12-31 | $1,639,154 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,804,142 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Assets. Value of participant loans | 2017-12-31 | $3,069 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $20,862 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $13,574 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2020: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FREESTYLE POOLS & SPA, INC. 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Mulitple employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FREESTYLE POOLS & SPA, INC. 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Mulitple employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FREESTYLE POOLS & SPA, INC. 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Mulitple employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FREESTYLE POOLS & SPA, INC. 2017 form 5500 responses |
|---|
| 2017-04-01 | Type of plan entity | Mulitple employer plan |
| 2017-04-01 | First time form 5500 has been submitted | Yes |
| 2017-04-01 | Submission has been amended | No |
| 2017-04-01 | This submission is the final filing | No |
| 2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2017-04-01 | Plan is a collectively bargained plan | No |
| 2017-04-01 | Plan funding arrangement – Trust | Yes |
| 2017-04-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 129259 |
| Policy instance | 1 |
| Insurance contract or identification number | 129259 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $10,163 | | Total amount of fees paid to insurance company | USD $3,938 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,031 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 3938 | | Additional information about fees paid to insurance broker | SALES/ADMINISTRATION |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 129259 |
| Policy instance | 1 |
| Insurance contract or identification number | 129259 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $8,940 | | Total amount of fees paid to insurance company | USD $3,762 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,944 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 3762 | | Additional information about fees paid to insurance broker | SALES/ADMINISTRATION |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 129259 |
| Policy instance | 1 |
| Insurance contract or identification number | 129259 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $8,165 | | Total amount of fees paid to insurance company | USD $2,239 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,217 | | Amount paid for insurance broker fees | 2239 | | Additional information about fees paid to insurance broker | SALES/ADMINISTRATION | | Insurance broker organization code? | 5 | | Insurance broker name | RAYMOND JAMES INSURANCE GROUP, INC |
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