Original filing (PDF)20250709081913NAL0012540690001

THE CATAWBA MOORINGS, INC.

Name: THE CATAWBA MOORINGS, INC. — THE CATAWBA MOORINGS, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE CATAWBA MOORINGS, INC.

Form 5500-SF

FILING_RECEIVED

THE CATAWBA MOORINGS, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CATAWBA MOORINGS, INC..

Plan sponsor

Name

THE CATAWBA MOORINGS, INC.

EIN

34-1551685

Address

2313 NORTHEAST CATAWBA ROAD · PORT CLINTON, OH · 43452

Phone

(419) 797-4775

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

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

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