Burr Brothers Boats, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Burr Brothers Boats, INC.
  • Sponsor EIN: 042226888
  • Sponsor Address: 309 FRONT STREET, MARION, MA, 02738
  • Plan Type: 401(k)
  • Total Participants: 52
  • Total Assets: $6.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202452$6.4M$225,000$117,144
202352$6.4M$225,000$117,144
202244$5.6M$200,000$123,842

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