2023 Form 5500 filing — Western Rivers Boat Management, 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 20241001141645NAL0007271825001) for Western Rivers Boat Management, Inc. Retirement Savings Plan, reported by Wrbm, LLC Dba Western River Boat Management, Inc. under EIN 82-2517871 and plan number 001. It reports 412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001141645NAL0007271825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wrbm, LLC Dba Western River Boat Management, Inc.
- EIN
- 82-2517871
- Plan number
- 001
- Location
- Paducah, KY
- Participants
- 412
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,323,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,323,517
- Employer contributions
- $589,783
- Participant contributions
- $1,051,928
- Total income / additions
- $3,467,690
- Benefits paid
- $1,295,444
- Administrative expenses
- $58,463
- Total expenses
- $1,375,179
- Net increase / (decrease)
- $2,092,511
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regions Bank Dba Regions Trust | INVESTMENT ADVISOR | $27,594 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $18,937 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,855 | not reported in the loaded dataset |
| First Horizon Advisors Inc | INVESTMENT ADVISOR | $4,077 | not reported in the loaded dataset |