Marinemax, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Marinemax, 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, Marinemax, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Marinemax, Inc. under EIN 59-3496957 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,506 participants and $196,577,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marinemax, Inc.
- EIN
- 59-3496957
- Plan number
- 001
- Plan type
- 2
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 2,506
- End-of-year plan assets
- $196,577,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,506 | H, C | 20241015142023NAL0014820963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $196,577,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $196,577,237
- Net assets (BOY)
- $136,545,349
Income & contributions
- Employer contributions
- $5,589,906
- Participant contributions
- $17,242,166
- Total contributions
- $23,837,205
- Total income / additions
- $51,012,198
Expenses & distributions
- Benefits paid
- $12,760,978
- Administrative expenses
- $540,000
- Total expenses
- $13,493,679
- Net increase / (decrease)
- $37,518,519
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $257,531 | $0 | 2023 |
| Morgan Stanley | NONE | $159,501 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $68,191 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us Llp | NONE | $27,300 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | NONE | $20,500 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marinemax, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Clearwater, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Baker Tilly Us Llp — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation