2023 Form 5500 filing — Safe Harbor Marinas 401(K) Retirement Savings 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 20241002084750NAL0003901843001) for Safe Harbor Marinas 401(K) Retirement Savings Plan, reported by International Marina Group I, L.P. under EIN 75-2920867 and plan number 001. It reports 3,646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002084750NAL0003901843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- International Marina Group I, L.P.
- EIN
- 75-2920867
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 3,646
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,277,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $103,277,907
- Employer contributions
- $2,421,093
- Participant contributions
- $10,981,807
- Total income / additions
- $28,947,533
- Benefits paid
- $10,900,140
- Administrative expenses
- $401,445
- Total expenses
- $11,341,103
- Net increase / (decrease)
- $17,606,430
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $331,446 | $0 |
| Ubs Financial Services, Inc. | RETAINED BY PLAN SPONSOR | $70,000 | not reported in the loaded dataset |