Safe Future 401(K) Plan — Form 5500 plan (Safe Boats International, 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, Safe Future 401(K) Plan is a benefit plan reported by Safe Boats International, LLC under EIN 91-1737896 and plan number 001. The latest loaded filing year is 2023. The filing reports 289 participants and $12,519,702 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Safe Boats International, LLC
EIN
91-1737896
Plan number
001
Plan type
2
Location
Bremerton, WA
Latest filing year
2023
Participants
289
End-of-year plan assets
$12,519,702

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023289H, C20241015063114NAL0027719601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,519,702
Total liabilities (EOY)
$0
Net assets (EOY)
$12,519,702
Net assets (BOY)
$11,203,710

Income & contributions

Participant contributions
$1,005,379
Total contributions
$1,057,576
Total income / additions
$2,899,127

Expenses & distributions

Benefits paid
$1,530,281
Administrative expenses
$49,137
Total expenses
$1,583,135
Net increase / (decrease)
$1,315,992

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wayne Hummer Investments, LLCINVESTMENT/FINANCIAL ADVI$40,927$02023
Adp, Inc.RECORD KEEPER$8,208$02023

Related Form 5500 pages