2023 Form 5500 filing — Clearwater Marine Aquarium, Inc. 401(K) 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 20250207150046NAL0025732978001) for Clearwater Marine Aquarium, Inc. 401(K) Plan, reported by Clearwater Marine Aquarium, Inc. under EIN 59-2086737 and plan number 001. It reports 302 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)$2.8MReported net assets$2,811,870
Participants302
Provider compensation$22.3K2 Schedule C row(s)$22,251
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250207150046NAL0025732978001
- Plan sponsor
- Clearwater Marine Aquarium, Inc.
- EIN
- 59-2086737
- Plan number
- 001
- Location
- Clearwater, FL
- Received date
- not reported in the loaded dataset
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)$2.8M total assets
Net assets$2.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,811,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,811,870
- Employer contributions
- $166,836
- Participant contributions
- $300,208
- Total income / additions
- $1,072,274
- Benefits paid
- $274,745
- Administrative expenses
- $19,081
- Total expenses
- $293,826
- Net increase / (decrease)
- $778,448
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | CONTRACT ADMIN | $13,450 | not reported in the loaded dataset |
| Merrill Lynch Retirement | INVESTMENT ADVISORY | $8,801 | not reported in the loaded dataset |