Plan5500

Clearwater Marine Aquarium, Inc. 401(K) Plan — Form 5500 plan (Clearwater Marine Aquarium, 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, Clearwater Marine Aquarium, Inc. 401(K) Plan is a benefit plan reported by Clearwater Marine Aquarium, Inc. under EIN 59-2086737 and plan number 001. The latest loaded filing year is 2023. The filing reports 302 participants and $2,811,870 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clearwater Marine Aquarium, Inc.
EIN
59-2086737
Plan number
001
Plan type
2
Location
Clearwater, FL
Latest filing year
2023
Participants
302
End-of-year plan assets
$2,811,870

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023302H, C20250207150046NAL0025732978001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,811,870
Total liabilities (EOY)
$0
Net assets (EOY)
$2,811,870
Net assets (BOY)
$2,033,422

Income & contributions

Employer contributions
$166,836
Participant contributions
$300,208
Total contributions
$710,665
Total income / additions
$1,072,274

Expenses & distributions

Benefits paid
$274,745
Administrative expenses
$19,081
Total expenses
$293,826
Net increase / (decrease)
$778,448

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCCONTRACT ADMIN$13,450not reported in the loaded dataset2023
Merrill Lynch RetirementINVESTMENT ADVISORY$8,801not reported in the loaded dataset2023

Related Form 5500 pages