Central Boat Rentals, Inc. Retirement Plan And Trust — Form 5500 plan (Central Boat Rentals, 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, Central Boat Rentals, Inc. Retirement Plan And Trust is a benefit plan reported by Central Boat Rentals, Inc. under EIN 72-0694564 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $8,853,931 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.9MPlan net assets, end of year$8,853,931
Participants268Covered participants reported
Assets / participant$33KComputed: assets ÷ participants$33,037 (computed)
Provider compensation$6.2K2 Schedule C provider row(s)$6,245
Plan sponsor
Central Boat Rentals, Inc.
EIN
72-0694564
Plan number
001
Plan type
2
Location
Berwick, LA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023268H, C20241009084503NAL0009044659001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.9M total assets
Net assets$8.9MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$225.4K
Participant$824K
Full reported line items

Net assets

Total assets (EOY)
$8,853,931
Total liabilities (EOY)
$0
Net assets (EOY)
$8,853,931
Net assets (BOY)
$7,684,097

Income & contributions

Employer contributions
$225,404
Participant contributions
$824,042
Total contributions
$1,143,360
Total income / additions
$2,216,275

Expenses & distributions

Benefits paid
$1,040,197
Administrative expenses
$6,244
Total expenses
$1,046,441
Net increase / (decrease)
$1,169,834
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income47%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hancock Whitney BankNONE$6,245$02023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages