2023 Form 5500 filing — Mote Marine Laboratory, Inc. Retirement 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 20241007091905NAL0008743011002) for Mote Marine Laboratory, Inc. Retirement Plan, reported by Mote Marine Laboratory, Inc. under EIN 59-0756643 and plan number 001. It reports 392 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)$28.3MReported net assets$28,296,441
Participants392
Provider compensation$73.4K2 Schedule C row(s)$73,373
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007091905NAL0008743011002
Plan sponsor
Mote Marine Laboratory, Inc.
EIN
59-0756643
Plan number
001
Location
Sarasota, 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)$28.3M total assets
Net assets$28.3MLiabilities
Money in vs. money out
Total income / additions$5M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$715.6K
Participant$978.2K
Full reported line items
Total assets (EOY)
$28,296,441
Net assets (EOY)
$28,296,441
Employer contributions
$715,629
Participant contributions
$978,154
Total income / additions
$5,022,085
Benefits paid
$2,113,193
Administrative expenses
$73,372
Total expenses
$2,217,823
Net increase / (decrease)
$2,804,262
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $71.4K · Indirect $0
  2. 2
    NONE · Direct $2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007091905NAL0008743011002 cover?
It is the 2023 Form 5500 filing for Mote Marine Laboratory, Inc. Retirement Plan, reported by Mote Marine Laboratory, Inc. (EIN 59-0756643).
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