401k Plan data: MALIBU BOATS 401(K) PLAN plan

MALIBU BOATS 401(K) PLAN 401k Plan overview

Plan Name	MALIBU BOATS 401(K) PLAN
Plan identification number	002

MALIBU BOATS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MALIBU BOATS, LLC has sponsored the creation of one or more 401k plans.

Company Name: MALIBU BOATS, LLC

Employer identification number (EIN): 205114805

NAIC Classification: 336610

Additional information about MALIBU BOATS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4170490

More information about MALIBU BOATS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MALIBU BOATS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 DEBBIE KENT 2019-11-05
002 2018-01-01
002 2017-01-01 DEBBIE KENT
002 2016-01-01
002 2015-01-01
002 2014-07-01 MOREHEAD PLAN ADMINISTRATORS

Plan Statistics for MALIBU BOATS 401(K) PLAN

401k plan membership statisitcs for MALIBU BOATS 401(K) PLAN

Measure Date Value
2019: MALIBU BOATS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 481
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MALIBU BOATS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 422
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 437
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 43
Total of all active and inactive participants 2018-01-01 481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 481
Number of participants with account balances 2018-01-01 399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 15
2017: MALIBU BOATS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 452
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 370
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 37
Total of all active and inactive participants 2017-01-01 407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 407
Number of participants with account balances 2017-01-01 344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 17
2016: MALIBU BOATS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 397
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 421
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 31
Total of all active and inactive participants 2016-01-01 452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 452
Number of participants with account balances 2016-01-01 342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MALIBU BOATS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 347
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 331
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 40
Total of all active and inactive participants 2015-01-01 372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 372
Number of participants with account balances 2015-01-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 19
2014: MALIBU BOATS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 321
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 313
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 16
Total of all active and inactive participants 2014-07-01 329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 329
Number of participants with account balances 2014-07-01 261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 5

Measure	Date	Value
2019: MALIBU BOATS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	481
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MALIBU BOATS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	422
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	437
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	43
Total of all active and inactive participants	2018-01-01	481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	481
Number of participants with account balances	2018-01-01	399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	15
2017: MALIBU BOATS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	452
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	370
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	37
Total of all active and inactive participants	2017-01-01	407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	407
Number of participants with account balances	2017-01-01	344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	17
2016: MALIBU BOATS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	397
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	421
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	31
Total of all active and inactive participants	2016-01-01	452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	452
Number of participants with account balances	2016-01-01	342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MALIBU BOATS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	347
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	331
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	40
Total of all active and inactive participants	2015-01-01	372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	372
Number of participants with account balances	2015-01-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	19
2014: MALIBU BOATS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	321
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	313
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	16
Total of all active and inactive participants	2014-07-01	329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	329
Number of participants with account balances	2014-07-01	261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	5

Financial Data on MALIBU BOATS 401(K) PLAN

Measure	Date	Value
2019 : MALIBU BOATS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-01-02	$0
Total transfer of assets from this plan	2019-01-02	$5,199,320
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-01-02	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-01-02	$0
Total income from all sources (including contributions)	2019-01-02	$-4,950
Total loss/gain on sale of assets	2019-01-02	$0
Total of all expenses incurred	2019-01-02	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-01-02	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-01-02	$0
Value of total assets at end of year	2019-01-02	$0
Value of total assets at beginning of year	2019-01-02	$5,204,270
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-01-02	$0
Total interest from all sources	2019-01-02	$347
Total dividends received (eg from common stock, registered investment company shares)	2019-01-02	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-01-02	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-01-02	$0
Was this plan covered by a fidelity bond	2019-01-02	Yes
Value of fidelity bond cover	2019-01-02	$500,000
If this is an individual account plan, was there a blackout period	2019-01-02	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-01-02	$0
Were there any nonexempt tranactions with any party-in-interest	2019-01-02	No
Participant contributions at end of year	2019-01-02	$0
Participant contributions at beginning of year	2019-01-02	$191,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-01-02	No
Value of net income/loss	2019-01-02	$-4,950
Value of net assets at end of year (total assets less liabilities)	2019-01-02	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-01-02	$5,204,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-01-02	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-01-02	No
Were any leases to which the plan was party in default or uncollectible	2019-01-02	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-01-02	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-01-02	$5,012,309
Interest on participant loans	2019-01-02	$347
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-01-02	$-5,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-01-02	No
Was there a failure to transmit to the plan any participant contributions	2019-01-02	No
Has the plan failed to provide any benefit when due under the plan	2019-01-02	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-01-02	No
Did the plan have assets held for investment	2019-01-02	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-01-02	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-01-02	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-01-02	Yes
Opinion of an independent qualified public accountant for this plan	2019-01-02	Disclaimer
Accountancy firm name	2019-01-02	LBMC, PC
Accountancy firm EIN	2019-01-02	621199757
2018 : MALIBU BOATS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,314,636
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$262,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$228,007
Value of total corrective distributions	2018-12-31	$3,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,591,347
Value of total assets at end of year	2018-12-31	$5,204,270
Value of total assets at beginning of year	2018-12-31	$4,152,219
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$31,410
Total interest from all sources	2018-12-31	$7,851
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$416,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,013,219
Participant contributions at end of year	2018-12-31	$191,961
Participant contributions at beginning of year	2018-12-31	$127,584
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$144,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,052,051
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,204,270
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,152,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,012,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,024,635
Interest on participant loans	2018-12-31	$7,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-284,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$433,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$228,007
Contract administrator fees	2018-12-31	$31,410
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LBMC, PC
Accountancy firm EIN	2018-12-31	621199757
2017 : MALIBU BOATS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,959,130
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$179,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$157,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,402,311
Value of total assets at end of year	2017-12-31	$4,152,219
Value of total assets at beginning of year	2017-12-31	$2,372,238
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$21,313
Total interest from all sources	2017-12-31	$3,230
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$238,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$858,631
Participant contributions at end of year	2017-12-31	$127,584
Participant contributions at beginning of year	2017-12-31	$56,500
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$185,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,779,981
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,152,219
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,372,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,024,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,315,738
Interest on participant loans	2017-12-31	$3,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$553,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$358,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$157,836
Contract administrator fees	2017-12-31	$21,313
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LBMC, PC
Accountancy firm EIN	2017-12-31	621199757
2016 : MALIBU BOATS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,150,552
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$116,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$109,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,013,581
Value of total assets at end of year	2016-12-31	$2,372,238
Value of total assets at beginning of year	2016-12-31	$1,338,138
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$7,015
Total interest from all sources	2016-12-31	$1,237
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$140,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$691,324
Participant contributions at end of year	2016-12-31	$56,500
Participant contributions at beginning of year	2016-12-31	$9,868
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$12,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,034,100
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,372,238
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,338,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,315,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,328,270
Interest on participant loans	2016-12-31	$1,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$135,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$309,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$109,437
Contract administrator fees	2016-12-31	$7,015
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LBMC, PC
Accountancy firm EIN	2016-12-31	621199757
2015 : MALIBU BOATS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$966,486
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$104,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$103,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$978,442
Value of total assets at end of year	2015-12-31	$1,338,138
Value of total assets at beginning of year	2015-12-31	$476,313
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,020
Total interest from all sources	2015-12-31	$181
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$140,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$624,538
Participant contributions at end of year	2015-12-31	$9,868
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$84,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$861,825
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,338,138
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$476,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,328,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$476,313
Interest on participant loans	2015-12-31	$181
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-12,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$269,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$103,641
Contract administrator fees	2015-12-31	$1,020
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LBMC, PC
Accountancy firm EIN	2015-12-31	621199757
2014 : MALIBU BOATS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$476,313
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$471,337
Value of total assets at end of year	2014-12-31	$476,313
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$335,324
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$476,313
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$476,313
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$476,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$4,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$135,376
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No

Form 5500 Responses for MALIBU BOATS 401(K) PLAN

2019: MALIBU BOATS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MALIBU BOATS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MALIBU BOATS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MALIBU BOATS 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MALIBU BOATS 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MALIBU BOATS 401(K) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	First time form 5500 has been submitted	Yes
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MALIBU BOATS, LLC
Employer identification number (EIN):	205114805
NAIC Classification:	336610

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4170490

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01	DEBBIE KENT	2019-11-05
002	2018-01-01
002	2017-01-01	DEBBIE KENT
002	2016-01-01
002	2015-01-01
002	2014-07-01	MOREHEAD PLAN ADMINISTRATORS