Original filing (PDF)20231128141041NAL0016127874001

ATWOOD LAKE BOATS

Name: ATWOOD LAKE BOATS — ATWOOD LAKE BOATS SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: ATWOOD LAKE BOATS

Form 5500-SF

FILING_RECEIVED

ATWOOD LAKE BOATS SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATWOOD LAKE BOATS.

Plan sponsor

Name

ATWOOD LAKE BOATS

EIN

34-1168774

Address

9298 ATWOOD LAKE RD NE · MINERAL CITY, OH · 44656

Phone

(330) 364-4703

Industry

Retail Tradesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2023-11-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

MOLLYS MARINE SERVICE LLC

MOLLY'S MARINE SERVICE LLC 401K PLAN

TAYLOR MARINE CENTER

TAYLOR MARINE CENTER PROFIT SHARING PLAN

SHORT'S MARINE, INC.

SHORT'S MARINE, INC. 401(K) PLAN

CROSBY YACHT YARD INC.

CROSBY YACHT YARD INC. 401K PLAN

DAN O'S MARINE

DAN O'S MARINE 401(K) PLAN