Austal Usa. LLC 401(K) Plan — Form 5500 plan (Austal Usa. LLC)

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, Austal Usa. LLC 401(K) Plan is a benefit plan reported by Austal Usa. LLC under EIN 63-1238756 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,918 participants and $115,185,638 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Austal Usa. LLC
EIN
63-1238756
Plan number
001
Plan type
2
Location
Mobile, AL
Latest filing year
2023
Participants
2,918
End-of-year plan assets
$115,185,638

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,918H, C20241009170445NAL0018799361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$115,185,638
Total liabilities (EOY)
$0
Net assets (EOY)
$115,185,638
Net assets (BOY)
$96,487,923

Income & contributions

Employer contributions
$3,510,708
Participant contributions
$8,506,200
Total contributions
$13,582,687
Total income / additions
$29,834,139

Expenses & distributions

Benefits paid
$10,814,178
Administrative expenses
$231,798
Total expenses
$11,136,424
Net increase / (decrease)
$18,697,715

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuityRECORDKEEPER$194,298$02023
Kestra Advisory Services LLCSERVICE PROVIDER$37,500not reported in the loaded dataset2023

Related Form 5500 pages