2023 Form 5500 filing — Donovan Marine, Inc. Retirement And Profit Sharing 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 20240906140859NAL0001987408001) for Donovan Marine, Inc. Retirement And Profit Sharing Plan, reported by Donovan Marine, Inc. under EIN 72-0642880 and plan number 001. It reports 539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906140859NAL0001987408001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Donovan Marine, Inc.
- EIN
- 72-0642880
- Plan number
- 001
- Location
- Harahan, LA
- Participants
- 539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,467,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,467,117
- Employer contributions
- $809,582
- Participant contributions
- $2,035,879
- Total income / additions
- $7,635,462
- Benefits paid
- $2,895,160
- Administrative expenses
- $154,211
- Total expenses
- $3,049,371
- Net increase / (decrease)
- $4,586,091
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bks Financial Investments LLC Dba | INVESTMENT ADVISOR | $79,703 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $61,108 | not reported in the loaded dataset |
| Ericksen, Krentel & Laporte, Llp | AUDITOR | $13,400 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |