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SBI, INC. — SAFE BOATS INTERNATIONAL EMPLOYEE STOCK PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251003142337NAL0002445664001
SBI, INC.
Form 5500
FILING_RECEIVED
SAFE BOATS INTERNATIONAL EMPLOYEE STOCK PLAN & TRUST
Defined-contribution retirement plan
Signals · 2
100% in single holding
No recordkeeper disclosed
Active participants
223
Accounts w/ balance
236
Plan assets (EOY)
$13.7M
Net assets (EOY)
$9.8M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SBI, INC.
.
Find decision makers
Plan sponsor
Name
SBI, INC.
EIN
88-4367942
Address
8800 SOUTHWEST BARNEY WHITE ROAD · BREMERTON, WA · 98312
Phone
(360) 674-7161
Industry
Manufacturing
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
2025-10-03
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $13.7M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
SAFE Boats International, Inc.
—
—
—
$13.7M
100.0%
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100
Knocking points off
Top holding "SAFE Boats International, Inc." is 100% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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