401k Plan data: SWEETWATER POOLS, INC. 401(K) PROFIT SHARING PLAN & TRUST plan

SWEETWATER POOLS, INC. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	SWEETWATER POOLS, INC. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

SWEETWATER POOLS, INC. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

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

Company Name: SWEETWATER POOLS, INC.

Employer identification number (EIN): 760063878

NAIC Classification: 561900

Additional information about SWEETWATER POOLS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2003-10-28

Company Identification Number: P03000121003

Legal Registered Office Address: 27700 TENNESSEE ST SE

BONITA SPRINGS

34135

More information about SWEETWATER POOLS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SWEETWATER POOLS, INC. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 DARLENE TREAT 2015-06-25
001 2013-01-01 DARLENE TREAT 2014-05-25
001 2012-01-01 DARLENE TREAT 2013-04-16
001 2011-01-01 DARLENE TREAT 2012-04-16
001 2010-01-01 NAT SOSIENSKI 2011-05-13
001 2007-01-01 NAT SOSIENSKI
001 2007-01-01 KAY CAMPBELL

Plan Statistics for SWEETWATER POOLS, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for SWEETWATER POOLS, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2007: SWEETWATER POOLS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year 2007-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 27
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 2
Total of all active and inactive participants 2007-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 29
Number of participants with account balances 2007-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2007: SWEETWATER POOLS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2007 401k membership
Total participants, beginning-of-year	2007-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	27
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	2
Total of all active and inactive participants	2007-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	29
Number of participants with account balances	2007-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on SWEETWATER POOLS, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2008 : SWEETWATER POOLS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2008 401k financial data
Total income from all sources	2008-12-31	$-45,510
Expenses. Total of all expenses incurred	2008-12-31	$25,985
Benefits paid (including direct rollovers)	2008-12-31	$21,325
Total plan assets at end of year	2008-12-31	$192,540
Total plan assets at beginning of year	2008-12-31	$264,035
Value of fidelity bond covering the plan	2008-12-31	$100,000
Total contributions received or receivable from participants	2008-12-31	$36,197
Expenses. Other expenses not covered elsewhere	2008-12-31	$1,333
Other income received	2008-12-31	$-90,642
Net income (gross income less expenses)	2008-12-31	$-71,495
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$192,540
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$264,035
Assets. Value of participant loans	2008-12-31	$19,436
Total contributions received or receivable from employer(s)	2008-12-31	$8,935
Value of corrective distributions	2008-12-31	$3,327
2007 : SWEETWATER POOLS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2007 401k financial data
Total income from all sources	2007-12-31	$70,831
Expenses. Total of all expenses incurred	2007-12-31	$39,297
Benefits paid (including direct rollovers)	2007-12-31	$30,804
Total plan assets at end of year	2007-12-31	$264,035
Total plan assets at beginning of year	2007-12-31	$232,501
Value of fidelity bond covering the plan	2007-12-31	$100,000
Total contributions received or receivable from participants	2007-12-31	$36,776
Expenses. Other expenses not covered elsewhere	2007-12-31	$204
Other income received	2007-12-31	$19,354
Net income (gross income less expenses)	2007-12-31	$31,534
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$264,035
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$232,501
Assets. Value of participant loans	2007-12-31	$3,600
Total contributions received or receivable from employer(s)	2007-12-31	$14,701
Value of corrective distributions	2007-12-31	$8,289

Form 5500 Responses for SWEETWATER POOLS, INC. 401(K) PROFIT SHARING PLAN & TRUST

2007: SWEETWATER POOLS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

025187

Policy instance

Insurance contract or identification number	025187
Number of Individuals Covered	19
Insurance policy start date	2008-01-01
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $964
Total amount of fees paid to insurance company	USD $117
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	Yes
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?	Yes
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
Commission paid to Insurance Broker	USD $964
Insurance broker organization code?	3
Amount paid for insurance broker fees	117
Additional information about fees paid to insurance broker	SADMINISTRATION
Insurance broker name	LOREN D. STARK COMPANY, INC.

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

025187

Policy instance

Insurance contract or identification number	025187
Number of Individuals Covered	19
Insurance policy start date	2007-01-01
Insurance policy end date	2007-12-31
Total amount of commissions paid to insurance broker	USD $971
Total amount of fees paid to insurance company	USD $141
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	Yes
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?	Yes
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
Commission paid to Insurance Broker	USD $971
Insurance broker organization code?	3
Amount paid for insurance broker fees	141
Additional information about fees paid to insurance broker	SALES/ADMINISTRATION
Insurance broker name	LOREN D. STARK COMPANY, INC.

Potentially related plans

SWEETWATER POOLS, INC 401(K) PLAN [EIN = 161711933]

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See full terms and conditions

Company Name:	SWEETWATER POOLS, INC.
Employer identification number (EIN):	760063878
NAIC Classification:	561900

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2003-10-28
Company Identification Number:	P03000121003
Legal Registered Office Address:	27700 TENNESSEE ST SE BONITA SPRINGS 34135

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	DARLENE TREAT	2015-06-25
001	2013-01-01	DARLENE TREAT	2014-05-25
001	2012-01-01	DARLENE TREAT	2013-04-16
001	2011-01-01	DARLENE TREAT	2012-04-16
001	2010-01-01	NAT SOSIENSKI	2011-05-13
001	2007-01-01	NAT SOSIENSKI
001	2007-01-01	KAY CAMPBELL