2023 Form 5500 filing — Boat House 401(K) Plan And Trust

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 20241015153009NAL0016756803001) for Boat House 401(K) Plan And Trust, reported by The Boat House Group under EIN 80-0483860 and plan number 001. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241015153009NAL0016756803001
Filing year
2023
Form type
2
Plan sponsor
The Boat House Group
EIN
80-0483860
Plan number
001
Location
Cape Coral, FL
Participants
191
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,319,353
Total liabilities (EOY)
$0
Net assets (EOY)
$7,319,353
Employer contributions
$373,344
Participant contributions
$639,661
Total income / additions
$2,217,699
Benefits paid
$214,069
Administrative expenses
$30,953
Total expenses
$245,022
Net increase / (decrease)
$1,972,677
Schedule source
Schedule H

Related Form 5500 pages