Boat House 401(K) Plan And Trust — Form 5500 plan (The Boat House Group)
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, Boat House 401(K) Plan And Trust is a benefit plan reported by The Boat House Group under EIN 80-0483860 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $7,319,353 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Boat House Group
- EIN
- 80-0483860
- Plan number
- 001
- Plan type
- 2
- Location
- Cape Coral, FL
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $7,319,353
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H | 20241015153009NAL0016756803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,319,353
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,319,353
- Net assets (BOY)
- $5,346,676
Income & contributions
- Employer contributions
- $373,344
- Participant contributions
- $639,661
- Total contributions
- $1,074,838
- Total income / additions
- $2,217,699
Expenses & distributions
- Benefits paid
- $214,069
- Administrative expenses
- $30,953
- Total expenses
- $245,022
- Net increase / (decrease)
- $1,972,677
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.