2023 Form 5500 filing — Central Boat Rentals, Inc. Retirement Plan And Trust

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 20241009084503NAL0009044659001) for Central Boat Rentals, Inc. Retirement Plan And Trust, reported by Central Boat Rentals, Inc. under EIN 72-0694564 and plan number 001. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.9MReported net assets$8,853,931
Participants268
Provider compensation$6.2K2 Schedule C row(s)$6,245
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009084503NAL0009044659001
Plan sponsor
Central Boat Rentals, Inc.
EIN
72-0694564
Plan number
001
Location
Berwick, LA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.9M total assets
Net assets$8.9MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$225.4K
Participant$824K
Full reported line items
Total assets (EOY)
$8,853,931
Total liabilities (EOY)
$0
Net assets (EOY)
$8,853,931
Employer contributions
$225,404
Participant contributions
$824,042
Total income / additions
$2,216,275
Benefits paid
$1,040,197
Administrative expenses
$6,244
Total expenses
$1,046,441
Net increase / (decrease)
$1,169,834

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Hancock Whitney BankNONE$6,245$0
Charles Schwab & Co., Inc.NONE$0$0

Related Form 5500 pages