2023 Form 5500 filing — James Marine, Inc./Paducah River Service 401(K) 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 20241015191258NAL0049502560001) for James Marine, Inc./Paducah River Service 401(K) Retirement Plan., reported by James Marine, Inc. under EIN 61-0526973 and plan number 001. It reports 475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015191258NAL0049502560001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James Marine, Inc.
- EIN
- 61-0526973
- Plan number
- 001
- Location
- Paducah, KY
- Participants
- 475
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,823,186
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,823,186
- Employer contributions
- $598,874
- Participant contributions
- $1,632,086
- Total income / additions
- $7,160,005
- Benefits paid
- $2,312,739
- Administrative expenses
- $72,382
- Total expenses
- $2,389,152
- Net increase / (decrease)
- $4,770,853
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT/FINANCIAL ADVI | $43,576 | $0 |
| Adp, Inc. | RECORD KEEPER | $28,806 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 |