Hobie Cat Company Ii 401k Plan — Form 5500 plan (Hobie Cat Company Ii, LLC)

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, Hobie Cat Company Ii 401k Plan is a benefit plan reported by Hobie Cat Company Ii, LLC under EIN 86-1460792 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $4,652,788 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hobie Cat Company Ii, LLC
EIN
86-1460792
Plan number
001
Plan type
2
Location
Oceanside, CA
Latest filing year
2023
Participants
170
End-of-year plan assets
$4,652,788

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20250317162154NAL0001940193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,652,788
Total liabilities (EOY)
$0
Net assets (EOY)
$4,652,788
Net assets (BOY)
$5,305,144

Income & contributions

Employer contributions
$27,854
Participant contributions
$209,138
Total contributions
$236,992
Total income / additions
$989,663

Expenses & distributions

Benefits paid
$1,619,518
Administrative expenses
$15,790
Total expenses
$1,642,019
Net increase / (decrease)
-$652,356

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Investment ServINVESTMENT/FINANCIAL ADVI$11,071$02023
Adp, Inc.RECORD KEEPER$4,718$02023

Related Form 5500 pages