Exactech Holdings, Inc. 401(K) Plan — Form 5500 plan (Marine Travelift, Inc.)
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, Exactech Holdings, Inc. 401(K) Plan is a benefit plan reported by Marine Travelift, Inc. under EIN 39-1224611 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $17,675,937 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marine Travelift, Inc.
- EIN
- 39-1224611
- Plan number
- 001
- Plan type
- 2
- Location
- Sturgeon Bay, WI
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $17,675,937
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20240905155902NAL0021762449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,675,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,675,937
- Net assets (BOY)
- $16,637,949
Income & contributions
- Employer contributions
- $249,337
- Participant contributions
- $785,904
- Total contributions
- $1,035,241
- Total income / additions
- $3,842,552
Expenses & distributions
- Benefits paid
- $2,759,892
- Administrative expenses
- $44,672
- Total expenses
- $2,804,564
- Net increase / (decrease)
- $1,037,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $33,296 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,574 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $802 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marine Travelift, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Sturgeon Bay, WI
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation