Donovan Marine, Inc. Retirement And Profit Sharing Plan — Form 5500 plan (Donovan 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, Donovan Marine, Inc. Retirement And Profit Sharing Plan is a benefit plan reported by Donovan Marine, Inc. under EIN 72-0642880 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $36,467,117 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Donovan Marine, Inc.
- EIN
- 72-0642880
- Plan number
- 001
- Plan type
- 2
- Location
- Harahan, LA
- Latest filing year
- 2023
- Participants
- 539
- End-of-year plan assets
- $36,467,117
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 539 | H, C | 20240906140859NAL0001987408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,467,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,467,117
- Net assets (BOY)
- $31,881,026
Income & contributions
- Employer contributions
- $809,582
- Participant contributions
- $2,035,879
- Total contributions
- $2,858,692
- Total income / additions
- $7,635,462
Expenses & distributions
- Benefits paid
- $2,895,160
- Administrative expenses
- $154,211
- Total expenses
- $3,049,371
- Net increase / (decrease)
- $4,586,091
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bks Financial Investments LLC Dba | INVESTMENT ADVISOR | $79,703 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $61,108 | not reported in the loaded dataset | 2023 |
| Ericksen, Krentel & Laporte, Llp | AUDITOR | $13,400 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Donovan Marine, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Harahan, LA
- Bks Financial Investments LLC Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Ericksen, Krentel & Laporte, Llp — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation