Key West Boats, Inc. Retirement Savings Plan — Form 5500 plan (Key West Boats, 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, Key West Boats, Inc. Retirement Savings Plan is a benefit plan reported by Key West Boats, Inc. under EIN 57-0857357 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $8,481,288 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Key West Boats, Inc.
EIN
57-0857357
Plan number
001
Plan type
2
Location
Ridgeville, SC
Latest filing year
2023
Participants
238
End-of-year plan assets
$8,481,288

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023238H, C20250325150328NAL0007789251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,481,288
Total liabilities (EOY)
$0
Net assets (EOY)
$8,481,288
Net assets (BOY)
$6,499,630

Income & contributions

Employer contributions
$516,645
Participant contributions
$611,086
Total contributions
$1,128,195
Total income / additions
$2,226,500

Expenses & distributions

Benefits paid
$221,512
Administrative expenses
$13,179
Total expenses
$244,842
Net increase / (decrease)
$1,981,658

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Moss & YantisAUDITOR$10,975not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$2,204$02023

Related Form 5500 pages