Grady-White Boats, Inc. Retirement Savings Plan — Form 5500 plan (Grady-White Boats, 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, Grady-White Boats, Inc. Retirement Savings Plan is a benefit plan reported by Grady-White Boats, Inc. under EIN 56-1285137 and plan number 002. The latest loaded filing year is 2023. The filing reports 514 participants and $36,513,289 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Grady-White Boats, Inc.
EIN
56-1285137
Plan number
002
Plan type
2
Location
Greenville, NC
Latest filing year
2023
Participants
514
End-of-year plan assets
$36,513,289

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023514H, C20240930160048NAL0002747107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,513,289
Total liabilities (EOY)
$0
Net assets (EOY)
$36,513,289
Net assets (BOY)
$29,862,789

Income & contributions

Employer contributions
$2,051,634
Participant contributions
$2,068,786
Total contributions
$4,168,291
Total income / additions
$9,158,421

Expenses & distributions

Benefits paid
$2,493,185
Administrative expenses
$14,736
Total expenses
$2,507,921
Net increase / (decrease)
$6,650,500

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$14,736$02023

Related Form 5500 pages