Safe Harbor Marinas 401(K) Retirement Savings Plan — Form 5500 plan (International Marina Group I, L.P.)

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, Safe Harbor Marinas 401(K) Retirement Savings Plan is a benefit plan reported by International Marina Group I, L.P. under EIN 75-2920867 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,646 participants and $103,277,907 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
International Marina Group I, L.P.
EIN
75-2920867
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
3,646
End-of-year plan assets
$103,277,907

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,646H, C20241002084750NAL0003901843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$103,277,907
Total liabilities (EOY)
$0
Net assets (EOY)
$103,277,907
Net assets (BOY)
$85,671,477

Income & contributions

Employer contributions
$2,421,093
Participant contributions
$10,981,807
Total contributions
$14,853,968
Total income / additions
$28,947,533

Expenses & distributions

Benefits paid
$10,900,140
Administrative expenses
$401,445
Total expenses
$11,341,103
Net increase / (decrease)
$17,606,430

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SvcsRETAINED BY PLAN SPONSOR$331,446$02023
Ubs Financial Services, Inc.RETAINED BY PLAN SPONSOR$70,000not reported in the loaded dataset2023

Related Form 5500 pages