Nw Bend Boats LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Nw Bend Boats 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, Nw Bend Boats LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Nw Bend Boats LLC under EIN 90-0873560 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $4,315,981 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nw Bend Boats LLC
- EIN
- 90-0873560
- Plan number
- 001
- Plan type
- 2
- Location
- Roseburg, OR
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $4,315,981
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241011105319NAL0022613201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,315,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,315,981
- Net assets (BOY)
- $3,504,043
Income & contributions
- Employer contributions
- $76,751
- Participant contributions
- $454,412
- Total contributions
- $555,247
- Total income / additions
- $1,230,187
Expenses & distributions
- Benefits paid
- $389,762
- Administrative expenses
- $28,487
- Total expenses
- $418,249
- Net increase / (decrease)
- $811,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $11,063 | not reported in the loaded dataset | 2023 |
| Robert W Baird | ADVISOR | $9,177 | not reported in the loaded dataset | 2023 |
| Robert W. Baird & Co. | ADVISOR | $7,925 | not reported in the loaded dataset | 2023 |