Clearwater Marine Aquarium, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Clearwater Marine Aquarium, Inc. (EIN 59-2086737) is a plan sponsor located in Clearwater, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-2086737
Location
Clearwater, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,811,870
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$2,811,870

Contributions & income

Employer contributions
$166,836
Participant contributions
$300,208
Total income / additions
$1,072,274

Expenses & distributions

Benefits paid / distributions
$274,745
Total expenses
$293,826
Net increase / (decrease)
$778,448

Coverage

Total reported participants
439
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Clearwater Marine Aquarium, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Clearwater Marine Aquarium, Inc. 401(K) Plan001302$2,811,8702023
Clearwater Marine Aquarium Health And Welfare Plan501137not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Clearwater Marine Aquarium, Inc.
YearPlanParticipantsSchedulesFiling
2023Clearwater Marine Aquarium Health And Welfare Plan13720240729152813NAL0030133824001
2023Clearwater Marine Aquarium, Inc. 401(K) Plan302H, C20250207150046NAL0025732978001

Related Form 5500 pages