Englund Marine Supply Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Englund Marine Supply Co., 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, Englund Marine Supply Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Englund Marine Supply Co., Inc. under EIN 93-0549258 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $33,859,065 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Englund Marine Supply Co., Inc.
EIN
93-0549258
Plan number
001
Plan type
2
Location
Astoria, OR
Latest filing year
2023
Participants
181
End-of-year plan assets
$33,859,065

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20250728125104NAL0002051489001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,859,065
Total liabilities (EOY)
$0
Net assets (EOY)
$33,859,065
Net assets (BOY)
$28,021,744

Income & contributions

Employer contributions
$660,803
Participant contributions
$348,151
Total contributions
$1,308,753
Total income / additions
$7,636,182

Expenses & distributions

Benefits paid
$1,589,885
Administrative expenses
$208,976
Total expenses
$1,798,861
Net increase / (decrease)
$5,837,321

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Wealth ManagementINVESTMENT ADVISOR$177,312not reported in the loaded dataset2023
John HancockRECORDKEEPER$1,264$02023

Related Form 5500 pages