Western Rivers Boat Management, Inc. Retirement Savings Plan — Form 5500 plan (Wrbm, LLC Dba Western River Boat Management, 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, Western Rivers Boat Management, Inc. Retirement Savings Plan is a benefit plan reported by Wrbm, LLC Dba Western River Boat Management, Inc. under EIN 82-2517871 and plan number 001. The latest loaded filing year is 2023. The filing reports 412 participants and $12,323,517 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wrbm, LLC Dba Western River Boat Management, Inc.
- EIN
- 82-2517871
- Plan number
- 001
- Plan type
- 2
- Location
- Paducah, KY
- Latest filing year
- 2023
- Participants
- 412
- End-of-year plan assets
- $12,323,517
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 412 | H, C | 20241001141645NAL0007271825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,323,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,323,517
- Net assets (BOY)
- $10,231,006
Income & contributions
- Employer contributions
- $589,783
- Participant contributions
- $1,051,928
- Total contributions
- $1,727,945
- Total income / additions
- $3,467,690
Expenses & distributions
- Benefits paid
- $1,295,444
- Administrative expenses
- $58,463
- Total expenses
- $1,375,179
- Net increase / (decrease)
- $2,092,511
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regions Bank Dba Regions Trust | INVESTMENT ADVISOR | $27,594 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $18,937 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,855 | not reported in the loaded dataset | 2023 |
| First Horizon Advisors Inc | INVESTMENT ADVISOR | $4,077 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wrbm, LLC Dba Western River Boat Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Paducah, KY
- Regions Bank Dba Regions Trust — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- First Horizon Advisors Inc — Schedule C compensation