2023 Form 5500 filing — Grady-White Boats, Inc. Retirement Savings 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 20240930160048NAL0002747107001) for Grady-White Boats, Inc. Retirement Savings Plan, reported by Grady-White Boats, Inc. under EIN 56-1285137 and plan number 002. It reports 514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930160048NAL0002747107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grady-White Boats, Inc.
- EIN
- 56-1285137
- Plan number
- 002
- Location
- Greenville, NC
- Participants
- 514
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,513,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,513,289
- Employer contributions
- $2,051,634
- Participant contributions
- $2,068,786
- Total income / additions
- $9,158,421
- Benefits paid
- $2,493,185
- Administrative expenses
- $14,736
- Total expenses
- $2,507,921
- Net increase / (decrease)
- $6,650,500
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $14,736 | $0 |