2023 Form 5500 filing — Hendry Marine Industries 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 20240905095931NAL0011745203001) for Hendry Marine Industries 401(K) Plan, reported by Hendry Marine Industries, Inc. under EIN 47-2955202 and plan number 002. It reports 397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905095931NAL0011745203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hendry Marine Industries, Inc.
- EIN
- 47-2955202
- Plan number
- 002
- Location
- Tampa, FL
- Participants
- 397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,291,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,291,941
- Employer contributions
- $428,194
- Participant contributions
- $1,198,615
- Total income / additions
- $3,064,861
- Benefits paid
- $2,657,378
- Administrative expenses
- $74,588
- Total expenses
- $2,736,467
- Net increase / (decrease)
- $328,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $32,276 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $23,906 | $0 |
| Kb Pension Services | TPA | $10,060 | $5,362 |