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KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameKEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

KEY WEST BOATS, INC. has sponsored the creation of one or more 401k plans.

Company Name:KEY WEST BOATS, INC.
Employer identification number (EIN):570857357
NAIC Classification:336610

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-04-01AMY MURRAY2024-01-14 AMY MURRAY2024-01-14
0022021-04-01
0022020-04-01
0022019-04-01AMY MURRAY2021-01-13 WILLIAM H HOLSEBERG2021-01-13
0022018-04-01AMY MURRAY2020-01-13 WILLIAM H HOLSEBERG2020-01-13
0022017-04-01
0022016-04-01
0022015-04-01
0022014-04-01
0022013-04-01AMY MURRAY
0022012-04-01AMY MURRAY
0022011-04-01AMY MURRAY
0022010-04-01SCOTT FOREMAN
0022009-04-01AMY MURRAY
0022009-04-01AMY MURRAY

Plan Statistics for KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01263
Total number of active participants reported on line 7a of the Form 55002022-04-01181
Number of retired or separated participants receiving benefits2022-04-0116
Number of other retired or separated participants entitled to future benefits2022-04-0147
Total of all active and inactive participants2022-04-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-01244
Number of participants with account balances2022-04-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
2021: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01244
Total number of active participants reported on line 7a of the Form 55002021-04-01170
Number of retired or separated participants receiving benefits2021-04-0118
Number of other retired or separated participants entitled to future benefits2021-04-0144
Total of all active and inactive participants2021-04-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-011
Total participants2021-04-01233
Number of participants with account balances2021-04-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01262
Total number of active participants reported on line 7a of the Form 55002020-04-01166
Number of retired or separated participants receiving benefits2020-04-0111
Number of other retired or separated participants entitled to future benefits2020-04-0152
Total of all active and inactive participants2020-04-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-01229
Number of participants with account balances2020-04-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
2019: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01263
Total number of active participants reported on line 7a of the Form 55002019-04-01154
Number of retired or separated participants receiving benefits2019-04-0124
Number of other retired or separated participants entitled to future benefits2019-04-0169
Total of all active and inactive participants2019-04-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-012
Total participants2019-04-01249
Number of participants with account balances2019-04-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01242
Total number of active participants reported on line 7a of the Form 55002018-04-01159
Number of retired or separated participants receiving benefits2018-04-0129
Number of other retired or separated participants entitled to future benefits2018-04-0151
Total of all active and inactive participants2018-04-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-013
Total participants2018-04-01242
Number of participants with account balances2018-04-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01212
Total number of active participants reported on line 7a of the Form 55002017-04-01149
Number of retired or separated participants receiving benefits2017-04-0136
Number of other retired or separated participants entitled to future benefits2017-04-0142
Total of all active and inactive participants2017-04-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-012
Total participants2017-04-01229
Number of participants with account balances2017-04-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-0112
2016: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01200
Total number of active participants reported on line 7a of the Form 55002016-04-01142
Number of retired or separated participants receiving benefits2016-04-0133
Number of other retired or separated participants entitled to future benefits2016-04-0129
Total of all active and inactive participants2016-04-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-011
Total participants2016-04-01205
Number of participants with account balances2016-04-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-0113
2015: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01187
Total number of active participants reported on line 7a of the Form 55002015-04-01133
Number of retired or separated participants receiving benefits2015-04-0130
Number of other retired or separated participants entitled to future benefits2015-04-0126
Total of all active and inactive participants2015-04-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-011
Total participants2015-04-01190
Number of participants with account balances2015-04-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-018
2014: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01191
Total number of active participants reported on line 7a of the Form 55002014-04-01131
Number of retired or separated participants receiving benefits2014-04-0127
Number of other retired or separated participants entitled to future benefits2014-04-0121
Total of all active and inactive participants2014-04-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-01179
Number of participants with account balances2014-04-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-015
2013: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01189
Total number of active participants reported on line 7a of the Form 55002013-04-01118
Number of retired or separated participants receiving benefits2013-04-0117
Number of other retired or separated participants entitled to future benefits2013-04-0148
Total of all active and inactive participants2013-04-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-011
Total participants2013-04-01184
Number of participants with account balances2013-04-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-014
2012: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01167
Total number of active participants reported on line 7a of the Form 55002012-04-01117
Number of retired or separated participants receiving benefits2012-04-0112
Number of other retired or separated participants entitled to future benefits2012-04-0156
Total of all active and inactive participants2012-04-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01185
Number of participants with account balances2012-04-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-011
2011: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01153
Total number of active participants reported on line 7a of the Form 55002011-04-0191
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-0169
Total of all active and inactive participants2011-04-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-01160
Number of participants with account balances2011-04-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-015
2010: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01154
Total number of active participants reported on line 7a of the Form 55002010-04-0186
Number of retired or separated participants receiving benefits2010-04-011
Number of other retired or separated participants entitled to future benefits2010-04-0166
Total of all active and inactive participants2010-04-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-011
Total participants2010-04-01154
Number of participants with account balances2010-04-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-012
2009: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01151
Total number of active participants reported on line 7a of the Form 55002009-04-0182
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-0170
Total of all active and inactive participants2009-04-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-011
Total participants2009-04-01153
Number of participants with account balances2009-04-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-012

Financial Data on KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$663,735
Total unrealized appreciation/depreciation of assets2023-03-31$663,735
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$729,739
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$241,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$241,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$1,471
Value of total assets at end of year2023-03-31$6,281,727
Value of total assets at beginning of year2023-03-31$5,793,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$0
Total interest from all sources2023-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$1,000,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Other income not declared elsewhere2023-03-31$64,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$488,567
Value of net assets at end of year (total assets less liabilities)2023-03-31$6,281,727
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$5,793,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Assets. Invements in employer securities at end of year2023-03-31$6,281,727
Assets. Invements in employer securities at beginning of year2023-03-31$5,793,160
Contributions received in cash from employer2023-03-31$1,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$241,172
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31MOSS & YANTIS, CPA, PA
Accountancy firm EIN2023-03-31471356737
2022 : KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$609,806
Total unrealized appreciation/depreciation of assets2022-03-31$609,806
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total income from all sources (including contributions)2022-03-31$610,686
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$371,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$371,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$880
Value of total assets at end of year2022-03-31$5,793,160
Value of total assets at beginning of year2022-03-31$5,553,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$0
Total interest from all sources2022-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$1,000,000
If this is an individual account plan, was there a blackout period2022-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$239,305
Value of net assets at end of year (total assets less liabilities)2022-03-31$5,793,160
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$5,553,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Assets. Invements in employer securities at end of year2022-03-31$5,793,160
Assets. Invements in employer securities at beginning of year2022-03-31$5,553,855
Contributions received in cash from employer2022-03-31$880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$371,381
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31MOSS & YANTIS, CPA, PA
Accountancy firm EIN2022-03-31471356737
2021 : KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$626,170
Total unrealized appreciation/depreciation of assets2021-03-31$626,170
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$639,451
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$181,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$181,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$13,281
Value of total assets at end of year2021-03-31$5,553,855
Value of total assets at beginning of year2021-03-31$5,095,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$0
Total interest from all sources2021-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$1,000,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$458,334
Value of net assets at end of year (total assets less liabilities)2021-03-31$5,553,855
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$5,095,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Assets. Invements in employer securities at end of year2021-03-31$5,553,855
Assets. Invements in employer securities at beginning of year2021-03-31$5,095,521
Contributions received in cash from employer2021-03-31$13,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$181,117
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31MOSS & YANTIS, CPA, P.A.
Accountancy firm EIN2021-03-31471356737
2020 : KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$-675,648
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$209,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$209,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$0
Value of total assets at end of year2020-03-31$5,095,521
Value of total assets at beginning of year2020-03-31$5,980,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$0
Total interest from all sources2020-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$1,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Other income not declared elsewhere2020-03-31$-675,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-885,116
Value of net assets at end of year (total assets less liabilities)2020-03-31$5,095,521
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$5,980,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Assets. Invements in employer securities at end of year2020-03-31$5,095,521
Assets. Invements in employer securities at beginning of year2020-03-31$5,980,637
Contributions received in cash from employer2020-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$209,468
Liabilities. Value of benefit claims payable at end of year2020-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$0
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31MOSS & YANTIS CPA PA
Accountancy firm EIN2020-03-31471356737
2019 : KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total income from all sources (including contributions)2019-03-31$175,284
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$287,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$287,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$249
Value of total assets at end of year2019-03-31$5,980,637
Value of total assets at beginning of year2019-03-31$6,092,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$0
Total interest from all sources2019-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Administrative expenses professional fees incurred2019-03-31$0
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$1,000,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Other income not declared elsewhere2019-03-31$175,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$-111,955
Value of net assets at end of year (total assets less liabilities)2019-03-31$5,980,637
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$6,092,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Assets. Invements in employer securities at end of year2019-03-31$5,980,637
Assets. Invements in employer securities at beginning of year2019-03-31$6,092,592
Contributions received in cash from employer2019-03-31$249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$287,239
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31MOSS & YANTIS CPA PA
Accountancy firm EIN2019-03-31471356737
2018 : KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$626,741
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$375,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$375,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$0
Value of total assets at end of year2018-03-31$6,092,592
Value of total assets at beginning of year2018-03-31$5,841,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$0
Total interest from all sources2018-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$1,000,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Other income not declared elsewhere2018-03-31$626,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$251,448
Value of net assets at end of year (total assets less liabilities)2018-03-31$6,092,592
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$5,841,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Assets. Invements in employer securities at end of year2018-03-31$6,092,592
Assets. Invements in employer securities at beginning of year2018-03-31$5,841,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$375,293
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31MOSS & YANTIS CPA PA
Accountancy firm EIN2018-03-31471356737
2017 : KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$187,109
Total unrealized appreciation/depreciation of assets2017-03-31$187,109
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total income from all sources (including contributions)2017-03-31$187,109
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$237,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$237,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$0
Value of total assets at end of year2017-03-31$5,841,144
Value of total assets at beginning of year2017-03-31$5,891,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$0
Total interest from all sources2017-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$750,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$-50,541
Value of net assets at end of year (total assets less liabilities)2017-03-31$5,841,144
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$5,891,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Assets. Invements in employer securities at end of year2017-03-31$5,841,144
Assets. Invements in employer securities at beginning of year2017-03-31$5,891,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$237,650
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31MOSS & YANTIS CPA PA
Accountancy firm EIN2017-03-31471356737
2016 : KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$940,973
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$246,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$246,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$0
Value of total assets at end of year2016-03-31$5,891,685
Value of total assets at beginning of year2016-03-31$5,196,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$0
Total interest from all sources2016-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Other income not declared elsewhere2016-03-31$940,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$694,717
Value of net assets at end of year (total assets less liabilities)2016-03-31$5,891,685
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$5,196,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Assets. Invements in employer securities at end of year2016-03-31$5,891,685
Assets. Invements in employer securities at beginning of year2016-03-31$5,196,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$246,256
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31MOSS & YANTIS CPA PA
Accountancy firm EIN2016-03-31471356737
2015 : KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$569,531
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$224,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$224,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$0
Value of total assets at end of year2015-03-31$5,196,968
Value of total assets at beginning of year2015-03-31$4,852,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$0
Total interest from all sources2015-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Other income not declared elsewhere2015-03-31$569,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$344,600
Value of net assets at end of year (total assets less liabilities)2015-03-31$5,196,968
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$4,852,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Assets. Invements in employer securities at end of year2015-03-31$5,196,968
Assets. Invements in employer securities at beginning of year2015-03-31$4,852,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$224,931
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31MOSS & YANTIS CPA PA
Accountancy firm EIN2015-03-31471356737
2014 : KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$363,928
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$92,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$92,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$0
Value of total assets at end of year2014-03-31$4,852,368
Value of total assets at beginning of year2014-03-31$4,581,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$0
Total interest from all sources2014-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Other income not declared elsewhere2014-03-31$363,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$271,230
Value of net assets at end of year (total assets less liabilities)2014-03-31$4,852,368
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$4,581,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Assets. Invements in employer securities at end of year2014-03-31$4,852,368
Assets. Invements in employer securities at beginning of year2014-03-31$4,581,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$92,698
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31MOSS & YANTIS CPA PA
Accountancy firm EIN2014-03-31471356737
2013 : KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$36,307
Total income from all sources (including contributions)2013-03-31$200,038
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$144,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$144,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$30
Value of total assets at end of year2013-03-31$4,581,138
Value of total assets at beginning of year2013-03-31$4,561,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$0
Total interest from all sources2013-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$2,046
Other income not declared elsewhere2013-03-31$200,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$55,686
Value of net assets at end of year (total assets less liabilities)2013-03-31$4,581,138
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$4,525,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Assets. Invements in employer securities at end of year2013-03-31$4,581,138
Assets. Invements in employer securities at beginning of year2013-03-31$4,525,452
Contributions received in cash from employer2013-03-31$30
Employer contributions (assets) at end of year2013-03-31$0
Employer contributions (assets) at beginning of year2013-03-31$36,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$144,352
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Liabilities. Value of acquisition indebtedness at end of year2013-03-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-03-31$34,261
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31CHRISTA M. DUNN, CPA, LLC
Accountancy firm EIN2013-03-31263396769
2012 : KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$36,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$454,838
Expenses. Interest paid2012-03-31$2,046
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-03-31$2,046
Total income from all sources (including contributions)2012-03-31$272,418
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$2,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$36,307
Value of total assets at end of year2012-03-31$4,561,759
Value of total assets at beginning of year2012-03-31$4,709,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$0
Total interest from all sources2012-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$2,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$24,243
Other income not declared elsewhere2012-03-31$236,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$270,372
Value of net assets at end of year (total assets less liabilities)2012-03-31$4,525,452
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$4,255,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Assets. Invements in employer securities at end of year2012-03-31$4,525,452
Assets. Invements in employer securities at beginning of year2012-03-31$4,289,342
Contributions received in cash from employer2012-03-31$36,307
Employer contributions (assets) at end of year2012-03-31$36,307
Employer contributions (assets) at beginning of year2012-03-31$420,576
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Liabilities. Value of acquisition indebtedness at end of year2012-03-31$34,261
Liabilities. Value of acquisition indebtedness at beginning of year2012-03-31$430,595
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31CHRISTA M. DUNN, CPA, LLC
Accountancy firm EIN2012-03-31263396769
2011 : KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$454,838
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$1,138,063
Total income from all sources (including contributions)2011-03-31$592,556
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$106,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$82,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$420,576
Value of total assets at end of year2011-03-31$4,709,918
Value of total assets at beginning of year2011-03-31$4,907,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$24,243
Total interest from all sources2011-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$247,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$24,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$41,316
Other income not declared elsewhere2011-03-31$171,980
Administrative expenses (other) incurred2011-03-31$24,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$485,675
Value of net assets at end of year (total assets less liabilities)2011-03-31$4,255,080
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$3,769,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Assets. Invements in employer securities at end of year2011-03-31$4,289,342
Assets. Invements in employer securities at beginning of year2011-03-31$4,200,000
Contributions received in cash from employer2011-03-31$420,576
Employer contributions (assets) at end of year2011-03-31$420,576
Employer contributions (assets) at beginning of year2011-03-31$459,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$82,638
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Liabilities. Value of acquisition indebtedness at end of year2011-03-31$430,595
Liabilities. Value of acquisition indebtedness at beginning of year2011-03-31$1,096,747
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31CHRISTA M. DUNN, CPA, LLC
Accountancy firm EIN2011-03-31263396769
2010 : KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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