Original filing (PDF)20250702142641NAL0031774194001

SHEARWATER MARINE FL, INC.

Name: SHEARWATER MARINE FL, INC. — SHEARWATER MARINE FL, INC. 401(K) PLAN, Form 5500 (2024)
Creator: SHEARWATER MARINE FL, INC.

Form 5500-SF

FILING_RECEIVED

SHEARWATER MARINE FL, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 SHEARWATER MARINE FL, INC..

Plan sponsor

Name

SHEARWATER MARINE FL, INC.

EIN

85-1268265

Address

4519 SE COMMERCE AVENUE · STUART, FL · 34997

Phone

(772) 781-5553

Industry

Manufacturingsee 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

2025-07-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

HIGHLAND SUPPLY CORPORATION

THE HIGHLAND SUPPLY CORPORATION 401(K) PLAN

$2.1M · 23 participants

POLYURETHANE SPECIALTIES COMPANY, INC.

POLYURETHANE SPECIALTIES COMPANY, INC. 401(K) RETIREMENT PLAN

$2.1M · 24 participants

CUSTOM FABRICATING INDUSTRIES, INC.

CUSTOM FABRICATING INDUSTRIES, INC. PROFIT SHARING PLAN

$2.1M · 3 participants

H.E.R.O.S. INC.

H.E.R.O.S. INC. 401(K) PLAN

$2.1M · 21 participants

MIDWEST COVER, INC.

MIDWEST COVER, INC. 401(K) P/S PLAN