2023 Form 5500 filing — Malibu Boats, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240815072833NAL0007088371001) for Malibu Boats, Inc. 401(K) Plan, reported by Malibu Boats, LLC under EIN 20-5114805 and plan number 003. It reports 3,257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815072833NAL0007088371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Malibu Boats, LLC
- EIN
- 20-5114805
- Plan number
- 003
- Location
- Loudon, TN
- Participants
- 3,257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,277,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,277,336
- Employer contributions
- $3,367,385
- Participant contributions
- $11,140,733
- Total income / additions
- $24,389,429
- Benefits paid
- $11,628,912
- Administrative expenses
- $318,619
- Total expenses
- $11,965,411
- Net increase / (decrease)
- $12,424,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $256,479 | $0 |
| Sageview Advisory Group LLC | ADVISOR | $62,140 | not reported in the loaded dataset |
| Wealth Management Systems Inc | OTHER SERVICES | $0 | $0 |