Hendry Marine Industries 401(K) Plan — Form 5500 plan (Hendry Marine Industries, 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, Hendry Marine Industries 401(K) Plan is a benefit plan reported by Hendry Marine Industries, Inc. under EIN 47-2955202 and plan number 002. The latest loaded filing year is 2023. The filing reports 397 participants and $11,291,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hendry Marine Industries, Inc.
- EIN
- 47-2955202
- Plan number
- 002
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 397
- End-of-year plan assets
- $11,291,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 397 | H, C | 20240905095931NAL0011745203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,291,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,291,941
- Net assets (BOY)
- $10,963,547
Income & contributions
- Employer contributions
- $428,194
- Participant contributions
- $1,198,615
- Total contributions
- $1,627,381
- Total income / additions
- $3,064,861
Expenses & distributions
- Benefits paid
- $2,657,378
- Administrative expenses
- $74,588
- Total expenses
- $2,736,467
- Net increase / (decrease)
- $328,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $32,276 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $23,906 | $0 | 2023 |
| Kb Pension Services | TPA | $10,060 | $5,362 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hendry Marine Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Ubs Financial Services Inc. — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation
- Kb Pension Services — Schedule C compensation