James Marine, Inc./Paducah River Service 401(K) Retirement Plan. — Form 5500 plan (James Marine, 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, James Marine, Inc./Paducah River Service 401(K) Retirement Plan. is a benefit plan reported by James Marine, Inc. under EIN 61-0526973 and plan number 001. The latest loaded filing year is 2023. The filing reports 475 participants and $28,823,186 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
James Marine, Inc.
EIN
61-0526973
Plan number
001
Plan type
2
Location
Paducah, KY
Latest filing year
2023
Participants
475
End-of-year plan assets
$28,823,186

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023475H, C20241015191258NAL0049502560001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,823,186
Total liabilities (EOY)
$0
Net assets (EOY)
$28,823,186
Net assets (BOY)
$24,051,012

Income & contributions

Employer contributions
$598,874
Participant contributions
$1,632,086
Total contributions
$2,963,608
Total income / additions
$7,160,005

Expenses & distributions

Benefits paid
$2,312,739
Administrative expenses
$72,382
Total expenses
$2,389,152
Net increase / (decrease)
$4,770,853

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT/FINANCIAL ADVI$43,576$02023
Adp, Inc.RECORD KEEPER$28,806$02023
Mesirow Financial Investment ManageINVESTMENT/FINANCIAL ADVI$0$02023

Related Form 5500 pages