2023 Form 5500 filing — United States Marine 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 20241011094131NAL0038342768001) for United States Marine Inc 401(K) Plan, reported by United States Marine, Inc under EIN 72-1002525 and plan number 001. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011094131NAL0038342768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United States Marine, Inc
- EIN
- 72-1002525
- Plan number
- 001
- Location
- Gulfport, MS
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,325,861
- Total liabilities (EOY)
- $10,679
- Net assets (EOY)
- $31,315,182
- Employer contributions
- $741,823
- Participant contributions
- $1,084,891
- Total income / additions
- $6,583,825
- Benefits paid
- $1,590,406
- Administrative expenses
- $20,480
- Total expenses
- $1,610,886
- Net increase / (decrease)
- $4,972,939
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,686 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $4,203 | $0 |