2023 Form 5500 filing — Bollinger Shipyards 401(K) 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 20241011111259NAL0012410227001) for Bollinger Shipyards 401(K) Savings Plan, reported by Bollinger Shipyards, LLC under EIN 47-1703961 and plan number 002. It reports 1,189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011111259NAL0012410227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bollinger Shipyards, LLC
- EIN
- 47-1703961
- Plan number
- 002
- Location
- Lockport, LA
- Participants
- 1,189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,027,756
- Total liabilities (EOY)
- $96,880
- Net assets (EOY)
- $96,930,876
- Employer contributions
- $2,147,307
- Participant contributions
- $5,716,208
- Total income / additions
- $19,063,386
- Benefits paid
- $5,890,000
- Administrative expenses
- $91,780
- Total expenses
- $5,984,853
- Net increase / (decrease)
- $13,078,533
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | RECORDKEEPER | $74,296 | $0 |
| Regions Bank | ADVISOR | $16,800 | not reported in the loaded dataset |
| Matrix Trust Company | DIRECTED TRUSTEE | $0 | $0 |
| Mscs Fin Services Div Of Broadridge | DIRECTED TRUSTEE | $0 | $0 |