Central Boat Rentals, Inc. Retirement Plan And Trust — Form 5500 plan (Central Boat Rentals, 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, Central Boat Rentals, Inc. Retirement Plan And Trust is a benefit plan reported by Central Boat Rentals, Inc. under EIN 72-0694564 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $8,853,931 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Central Boat Rentals, Inc.
EIN
72-0694564
Plan number
001
Plan type
2
Location
Berwick, LA
Latest filing year
2023
Participants
268
End-of-year plan assets
$8,853,931

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023268H, C20241009084503NAL0009044659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,853,931
Total liabilities (EOY)
$0
Net assets (EOY)
$8,853,931
Net assets (BOY)
$7,684,097

Income & contributions

Employer contributions
$225,404
Participant contributions
$824,042
Total contributions
$1,143,360
Total income / additions
$2,216,275

Expenses & distributions

Benefits paid
$1,040,197
Administrative expenses
$6,244
Total expenses
$1,046,441
Net increase / (decrease)
$1,169,834

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hancock Whitney BankNONE$6,245$02023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages