Steamboat Is, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Steamboat Is, Inc.)

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, Steamboat Is, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Steamboat Is, Inc. under EIN 27-1251861 and plan number 001. The latest loaded filing year is 2023. The filing reports 498 participants and $25,625,657 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Steamboat Is, Inc.
EIN
27-1251861
Plan number
001
Plan type
2
Location
Kennesaw, GA
Latest filing year
2023
Participants
498
End-of-year plan assets
$25,625,657

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023498H, C20241014154908NAL0015241139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,625,657
Total liabilities (EOY)
$0
Net assets (EOY)
$25,625,657
Net assets (BOY)
$22,810,747

Income & contributions

Employer contributions
$881,376
Participant contributions
$1,767,626
Total contributions
$2,778,082
Total income / additions
$6,300,213

Expenses & distributions

Benefits paid
$3,441,696
Administrative expenses
$14,556
Total expenses
$3,485,303
Net increase / (decrease)
$2,814,910

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ancora Retirement Plan AdvisorsADVISOR$25,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$10,444$02023

Related Form 5500 pages