2023 Form 5500 filing — Donovan Marine, Inc. Retirement And Profit Sharing 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 20240906140859NAL0001987408001) for Donovan Marine, Inc. Retirement And Profit Sharing Plan, reported by Donovan Marine, Inc. under EIN 72-0642880 and plan number 001. It reports 539 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)$36.5MReported net assets$36,467,117
Participants539
Provider compensation$154.2K4 Schedule C row(s)$154,211
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240906140859NAL0001987408001
- Plan sponsor
- Donovan Marine, Inc.
- EIN
- 72-0642880
- Plan number
- 001
- Location
- Harahan, LA
- Received date
- not reported in the loaded dataset
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)$36.5M total assets
Net assets$36.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $36,467,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,467,117
- Employer contributions
- $809,582
- Participant contributions
- $2,035,879
- Total income / additions
- $7,635,462
- Benefits paid
- $2,895,160
- Administrative expenses
- $154,211
- Total expenses
- $3,049,371
- Net increase / (decrease)
- $4,586,091
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bks Financial Investments LLC Dba | INVESTMENT ADVISOR | $79,703 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $61,108 | not reported in the loaded dataset |
| Ericksen, Krentel & Laporte, Llp | AUDITOR | $13,400 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |