Original filing (PDF)20251015130435NAL0002451971001

MTI BOATS, INC.

Name: MTI BOATS, INC. — MTI BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: MTI BOATS, INC.

Form 5500

FILING_RECEIVED

MTI BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

135

Accounts w/ balance

159

Plan assets (EOY)

$3.4M

Net assets (EOY)

-$91.1M

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

/ 100

Grade A

Top-tier plan health

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.

Compliance & integrity

Total plan cost

100

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MTI BOATS, INC..

Plan sponsor

Name

MTI BOATS, INC.

EIN

99-4904043

Address

165 ENTERPRISE DR · WENTZVILLE, MO · 63385

Phone

(636) 639-1166

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

2025-10-15

Pension benefit codes

2P · Leveraged ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

WIPFLI LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $2.0M(59% of reported assets)

PI						% of plan
	MTI Boats, Inc. 100,400 shares of common stock	Common Stock	—	$96.6M	$2.0M	59.2%

1–1 of 1

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