Donovan Marine, Inc. Retirement And Profit Sharing Plan — Form 5500 plan (Donovan Marine, 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, Donovan Marine, Inc. Retirement And Profit Sharing Plan is a benefit plan reported by Donovan Marine, Inc. under EIN 72-0642880 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $36,467,117 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Donovan Marine, Inc.
EIN
72-0642880
Plan number
001
Plan type
2
Location
Harahan, LA
Latest filing year
2023
Participants
539
End-of-year plan assets
$36,467,117

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023539H, C20240906140859NAL0001987408001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,467,117
Total liabilities (EOY)
$0
Net assets (EOY)
$36,467,117
Net assets (BOY)
$31,881,026

Income & contributions

Employer contributions
$809,582
Participant contributions
$2,035,879
Total contributions
$2,858,692
Total income / additions
$7,635,462

Expenses & distributions

Benefits paid
$2,895,160
Administrative expenses
$154,211
Total expenses
$3,049,371
Net increase / (decrease)
$4,586,091

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bks Financial Investments LLC DbaINVESTMENT ADVISOR$79,703not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$61,108not reported in the loaded dataset2023
Ericksen, Krentel & Laporte, LlpAUDITOR$13,400not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages