Original filing (PDF)20251015214612NAL0005648657001

DAVEY'S LOCKER SPORTFISHING INC.

Name: DAVEY'S LOCKER SPORTFISHING INC. — DAVEY'S LOCKER 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DAVEY'S LOCKER SPORTFISHING INC.

Form 5500-SF

FILING_RECEIVED

DAVEY'S LOCKER 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 DAVEY'S LOCKER SPORTFISHING INC..

Plan sponsor

Name

DAVEY'S LOCKER SPORTFISHING INC.

EIN

95-3504504

Address

400 MAIN STREET · NEWPORT BEACH, CA · 92661

Phone

(949) 673-1436

Industry

Arts, Entertainment, Recreationsee 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

2025-10-15

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Arts, Entertainment, Recreation plans

HOLE-IN-THE-WALL GOLF CLUB, INC.

HOLE-IN-THE-WALL GOLF CLUB, INC. 401K PLAN

$1.9M · 42 participants

LAKE HICKORY COUNTRY CLUB, INC.

LAKE HICKORY COUNTRY CLUB, INC. 401(K) PLAN

$1.9M · 52 participants

CAMP TAKAJO, INC.

CAMP TAKAJO INC. PROFIT SHARING PLAN

$1.9M · 6 participants

MOUNT WASHINGTON SUMMIT ROAD COMPANY

EMPLOYEE BENEFIT PLAN OF MOUNT WASHINGTON SUMMIT ROAD COMPANY

$1.9M · 107 participants

BHB OPERATIONS LLC

GOLDFISH SWIM SCHOOL GROUP SAFE HARBOR 401(K) PLAN