2023 Form 5500 filing — Galati Yacht Sales, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240814132841NAL0025568242001) for Galati Yacht Sales, LLC 401(K) Plan, reported by Galati Yacht Sales, LLC under EIN 20-3773052 and plan number 002. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.6MReported net assets$16,643,699
Participants175
Provider compensation$53.6K2 Schedule C row(s)$53,581
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240814132841NAL0025568242001
Plan sponsor
Galati Yacht Sales, LLC
EIN
20-3773052
Plan number
002
Location
Anna Maria, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.6M total assets
Net assets$16.6MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$562.9K
Benefits paid / distributions$506.3K
Contributions
Employer$126.8K
Participant$793.4K
Full reported line items
Total assets (EOY)
$16,643,699
Total liabilities (EOY)
$0
Net assets (EOY)
$16,643,699
Employer contributions
$126,756
Participant contributions
$793,428
Total income / additions
$3,592,653
Benefits paid
$506,300
Administrative expenses
$56,642
Total expenses
$562,942
Net increase / (decrease)
$3,029,711
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    TPA · Direct $37K
  2. 2
    INVESTMENT MGMT · Direct $16.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240814132841NAL0025568242001 cover?
It is the 2023 Form 5500 filing for Galati Yacht Sales, LLC 401(K) Plan, reported by Galati Yacht Sales, LLC (EIN 20-3773052).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages