Plan5500

Malibu Boats, Inc. 401(K) Plan — Form 5500 plan (Malibu Boats, LLC)

Plain-English plan 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, Malibu Boats, Inc. 401(K) Plan is a benefit plan reported by Malibu Boats, LLC under EIN 20-5114805 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,257 participants and $67,277,336 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Malibu Boats, LLC
EIN
20-5114805
Plan number
003
Plan type
2
Location
Loudon, TN
Latest filing year
2023
Participants
3,257
End-of-year plan assets
$67,277,336

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,257H, C20240815072833NAL0007088371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,277,336
Total liabilities (EOY)
$0
Net assets (EOY)
$67,277,336
Net assets (BOY)
$54,853,318

Income & contributions

Employer contributions
$3,367,385
Participant contributions
$11,140,733
Total contributions
$15,097,620
Total income / additions
$24,389,429

Expenses & distributions

Benefits paid
$11,628,912
Administrative expenses
$318,619
Total expenses
$11,965,411
Net increase / (decrease)
$12,424,018

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$256,479$02023
Sageview Advisory Group LLCADVISOR$62,140not reported in the loaded dataset2023
Wealth Management Systems IncOTHER SERVICES$0$02023

Related Form 5500 pages