2023 Form 5500 filing — Clearwater Marine Aquarium, 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 20250207150046NAL0025732978001) for Clearwater Marine Aquarium, Inc. 401(K) Plan, reported by Clearwater Marine Aquarium, Inc. under EIN 59-2086737 and plan number 001. It reports 302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250207150046NAL0025732978001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clearwater Marine Aquarium, Inc.
- EIN
- 59-2086737
- Plan number
- 001
- Location
- Clearwater, FL
- Participants
- 302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,811,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,811,870
- Employer contributions
- $166,836
- Participant contributions
- $300,208
- Total income / additions
- $1,072,274
- Benefits paid
- $274,745
- Administrative expenses
- $19,081
- Total expenses
- $293,826
- Net increase / (decrease)
- $778,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | CONTRACT ADMIN | $13,450 | not reported in the loaded dataset |
| Merrill Lynch Retirement | INVESTMENT ADVISORY | $8,801 | not reported in the loaded dataset |