United States Marine Inc 401(K) Plan — Form 5500 plan (United States 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, United States Marine Inc 401(K) Plan is a benefit plan reported by United States Marine, Inc under EIN 72-1002525 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $31,325,861 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United States Marine, Inc
EIN
72-1002525
Plan number
001
Plan type
2
Location
Gulfport, MS
Latest filing year
2023
Participants
226
End-of-year plan assets
$31,325,861

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023226H, C20241011094131NAL0038342768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,325,861
Total liabilities (EOY)
$10,679
Net assets (EOY)
$31,315,182
Net assets (BOY)
$26,342,243

Income & contributions

Employer contributions
$741,823
Participant contributions
$1,084,891
Total contributions
$1,873,299
Total income / additions
$6,583,825

Expenses & distributions

Benefits paid
$1,590,406
Administrative expenses
$20,480
Total expenses
$1,610,886
Net increase / (decrease)
$4,972,939

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$5,686not reported in the loaded dataset2023
Empower Annuity Insurance Co Of AmRECORDKEEPER$4,203$02023

Related Form 5500 pages