Boston Boatworks, LLC 401(K) Plan — Form 5500 plan (Boston Boatworks, LLC)

Plain-English plan 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, Boston Boatworks, LLC 401(K) Plan is a benefit plan reported by Boston Boatworks, LLC under EIN 04-3311597 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $4,067,828 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Boston Boatworks, LLC
EIN
04-3311597
Plan number
001
Plan type
2
Location
Charlestown, MA
Latest filing year
2023
Participants
149
End-of-year plan assets
$4,067,828

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20241014134709NAL0027459361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,067,828
Total liabilities (EOY)
$0
Net assets (EOY)
$4,067,828
Net assets (BOY)
$3,624,559

Income & contributions

Employer contributions
$53,180
Participant contributions
$343,633
Total contributions
$396,813
Total income / additions
$1,027,058

Expenses & distributions

Benefits paid
$557,284
Administrative expenses
$25,085
Total expenses
$583,789
Net increase / (decrease)
$443,269

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cmfg Life Insurance CompanyNONE$15,492$02023
Svb Wealth LLCNONE$8,973not reported in the loaded dataset2023

Related Form 5500 pages