Logo

MARINEMAX, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameMARINEMAX, INC. 401K PROFIT SHARING PLAN
Plan identification number 001

MARINEMAX, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

MARINEMAX SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARINEMAX SERVICES, INC.
Employer identification number (EIN):742979572
NAIC Classification:441222
NAIC Description:Boat Dealers

Additional information about MARINEMAX SERVICES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2001-03-05
Company Identification Number: 0013735406
Legal Registered Office Address: 2600 MCCORMICK DR STE 200

CLEARWATER
United States of America (USA)
33759

More information about MARINEMAX SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARINEMAX, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01ANTHONY CASSELLA2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01KURT FRAHN
0012011-01-01KURT FRAHN
0012010-01-01KURT FRAHN
0012009-01-01JACK P. EZZELL

Plan Statistics for MARINEMAX, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for MARINEMAX, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2020: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,430
Total number of active participants reported on line 7a of the Form 55002020-01-011,412
Number of retired or separated participants receiving benefits2020-01-0124
Number of other retired or separated participants entitled to future benefits2020-01-01300
Total of all active and inactive participants2020-01-011,736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-011,741
Number of participants with account balances2020-01-011,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0198
2019: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,790
Total number of active participants reported on line 7a of the Form 55002019-01-013,958
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01419
Total of all active and inactive participants2019-01-014,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-014,385
Number of participants with account balances2019-01-011,864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2018: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,044
Total number of active participants reported on line 7a of the Form 55002018-01-012,124
Number of other retired or separated participants entitled to future benefits2018-01-01666
Total of all active and inactive participants2018-01-012,790
Total participants2018-01-012,790
Number of participants with account balances2018-01-012,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01214
2017: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,791
Total number of active participants reported on line 7a of the Form 55002017-01-011,430
Number of other retired or separated participants entitled to future benefits2017-01-01540
Total of all active and inactive participants2017-01-011,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,970
Number of participants with account balances2017-01-011,844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01202
2016: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,590
Total number of active participants reported on line 7a of the Form 55002016-01-011,297
Number of other retired or separated participants entitled to future benefits2016-01-01420
Total of all active and inactive participants2016-01-011,717
Total participants2016-01-011,717
Number of participants with account balances2016-01-011,598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01141
2015: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,432
Total number of active participants reported on line 7a of the Form 55002015-01-011,162
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01351
Total of all active and inactive participants2015-01-011,513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,513
Number of participants with account balances2015-01-011,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01167
2014: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,371
Total number of active participants reported on line 7a of the Form 55002014-01-011,144
Number of other retired or separated participants entitled to future benefits2014-01-01217
Total of all active and inactive participants2014-01-011,361
Total participants2014-01-011,361
Number of participants with account balances2014-01-01836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0137
2013: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,329
Total number of active participants reported on line 7a of the Form 55002013-01-011,101
Number of other retired or separated participants entitled to future benefits2013-01-01219
Total of all active and inactive participants2013-01-011,320
Total participants2013-01-011,320
Number of participants with account balances2013-01-01835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0138
2012: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,324
Total number of active participants reported on line 7a of the Form 55002012-01-011,050
Number of other retired or separated participants entitled to future benefits2012-01-01215
Total of all active and inactive participants2012-01-011,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,265
Number of participants with account balances2012-01-01835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0139
2011: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,585
Total number of active participants reported on line 7a of the Form 55002011-01-011,066
Number of other retired or separated participants entitled to future benefits2011-01-01206
Total of all active and inactive participants2011-01-011,272
Total participants2011-01-011,272
Number of participants with account balances2011-01-01859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0140
2010: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,607
Total number of active participants reported on line 7a of the Form 55002010-01-011,067
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01489
Total of all active and inactive participants2010-01-011,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,556
Number of participants with account balances2010-01-011,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0140
2009: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,954
Total number of active participants reported on line 7a of the Form 55002009-01-011,066
Number of retired or separated participants receiving benefits2009-01-01516
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,582
Number of participants with account balances2009-01-011,271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01156

Financial Data on MARINEMAX, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2020 : MARINEMAX, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$23,880,952
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,465,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,137,457
Expenses. Certain deemed distributions of participant loans2020-12-31$126,998
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,015,046
Value of total assets at end of year2020-12-31$95,023,901
Value of total assets at beginning of year2020-12-31$79,608,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$201,460
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$133,926
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,712,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,712,267
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$600
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$8,176,593
Participant contributions at end of year2020-12-31$1,714,776
Participant contributions at beginning of year2020-12-31$1,913,723
Participant contributions at end of year2020-12-31$4,739
Participant contributions at beginning of year2020-12-31$270
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$100,950
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$5,401
Administrative expenses (other) incurred2020-12-31$102,952
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$15,415,037
Value of net assets at end of year (total assets less liabilities)2020-12-31$95,023,901
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$79,608,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$97,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$89,344,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$75,529,120
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$102,644
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$31,282
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,958,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,165,654
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,014,312
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$2,737,503
Employer contributions (assets) at end of year2020-12-31$1,820
Employer contributions (assets) at beginning of year2020-12-31$97
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,137,457
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2020-12-31431947695
2019 : MARINEMAX, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,886
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,886
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$26,007,236
Total income from all sources (including contributions)2019-12-31$26,007,236
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,109,857
Total of all expenses incurred2019-12-31$10,109,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,836,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,836,346
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,214,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,214,291
Value of total assets at end of year2019-12-31$79,608,864
Value of total assets at end of year2019-12-31$79,608,864
Value of total assets at beginning of year2019-12-31$63,714,371
Value of total assets at beginning of year2019-12-31$63,714,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$273,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$273,511
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$94,255
Total interest from all sources2019-12-31$94,255
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,024,637
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,024,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,024,637
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,024,637
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,984,649
Contributions received from participants2019-12-31$6,984,649
Participant contributions at end of year2019-12-31$1,913,723
Participant contributions at end of year2019-12-31$1,913,723
Participant contributions at beginning of year2019-12-31$1,501,578
Participant contributions at beginning of year2019-12-31$1,501,578
Participant contributions at end of year2019-12-31$270
Participant contributions at end of year2019-12-31$270
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,769,932
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,769,932
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,886
Other income not declared elsewhere2019-12-31$-49,360
Other income not declared elsewhere2019-12-31$-49,360
Administrative expenses (other) incurred2019-12-31$233,009
Administrative expenses (other) incurred2019-12-31$233,009
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$1,281
Total non interest bearing cash at beginning of year2019-12-31$1,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$15,897,379
Value of net income/loss2019-12-31$15,897,379
Value of net assets at end of year (total assets less liabilities)2019-12-31$79,608,864
Value of net assets at end of year (total assets less liabilities)2019-12-31$79,608,864
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$63,711,485
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$63,711,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$75,529,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$75,529,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$62,207,941
Value of interest in pooled separate accounts at beginning of year2019-12-31$62,207,941
Interest on participant loans2019-12-31$89,943
Interest on participant loans2019-12-31$89,943
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$4,312
Interest earned on other investments2019-12-31$4,312
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,165,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,165,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$267,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$267,768
Net investment gain/loss from pooled separate accounts2019-12-31$11,455,645
Net investment gain/loss from pooled separate accounts2019-12-31$11,455,645
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$2,459,710
Contributions received in cash from employer2019-12-31$2,459,710
Employer contributions (assets) at end of year2019-12-31$97
Employer contributions (assets) at end of year2019-12-31$97
Employer contributions (assets) at beginning of year2019-12-31$3,571
Employer contributions (assets) at beginning of year2019-12-31$3,571
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,836,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,836,346
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$40,502
Contract administrator fees2019-12-31$40,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2019-12-31431947695
Accountancy firm EIN2019-12-31431947695
2018 : MARINEMAX, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,886
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,851
Total income from all sources (including contributions)2018-12-31$3,962,969
Total of all expenses incurred2018-12-31$5,708,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,379,212
Value of total corrective distributions2018-12-31$22,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,387,511
Value of total assets at end of year2018-12-31$63,714,371
Value of total assets at beginning of year2018-12-31$65,459,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$305,988
Total interest from all sources2018-12-31$67,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,187,571
Participant contributions at end of year2018-12-31$1,501,578
Participant contributions at beginning of year2018-12-31$1,283,994
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$24
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$86,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,851
Administrative expenses (other) incurred2018-12-31$30,867
Total non interest bearing cash at end of year2018-12-31$1,281
Total non interest bearing cash at beginning of year2018-12-31$9,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,745,156
Value of net assets at end of year (total assets less liabilities)2018-12-31$63,711,485
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$65,456,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$62,207,941
Value of interest in pooled separate accounts at beginning of year2018-12-31$64,162,849
Interest on participant loans2018-12-31$67,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-4,491,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,112,990
Employer contributions (assets) at end of year2018-12-31$3,571
Employer contributions (assets) at beginning of year2018-12-31$3,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,379,212
Contract administrator fees2018-12-31$275,121
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2018-12-31431947695
2017 : MARINEMAX, INC. 401K PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,851
Total income from all sources (including contributions)2017-12-31$17,758,810
Total of all expenses incurred2017-12-31$6,097,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,097,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,793,259
Value of total assets at end of year2017-12-31$65,459,492
Value of total assets at beginning of year2017-12-31$53,795,048
Total interest from all sources2017-12-31$54,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,070,273
Participant contributions at end of year2017-12-31$1,283,994
Participant contributions at beginning of year2017-12-31$1,221,252
Participant contributions at end of year2017-12-31$24
Participant contributions at beginning of year2017-12-31$-1,872
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,946,870
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$308,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,851
Total non interest bearing cash at end of year2017-12-31$9,170
Total non interest bearing cash at beginning of year2017-12-31$90,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,661,593
Value of net assets at end of year (total assets less liabilities)2017-12-31$65,456,641
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$53,795,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$64,162,849
Value of interest in pooled separate accounts at beginning of year2017-12-31$52,068,559
Interest on participant loans2017-12-31$54,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$412,966
Net investment gain/loss from pooled separate accounts2017-12-31$9,911,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$776,116
Employer contributions (assets) at end of year2017-12-31$3,455
Employer contributions (assets) at beginning of year2017-12-31$3,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,789,200
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2017-12-31431947695
2016 : MARINEMAX, INC. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$9,782,996
Total of all expenses incurred2016-12-31$3,172,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,137,536
Value of total corrective distributions2016-12-31$35,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,931,525
Value of total assets at end of year2016-12-31$53,795,048
Value of total assets at beginning of year2016-12-31$47,184,766
Total interest from all sources2016-12-31$50,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,358,744
Participant contributions at end of year2016-12-31$1,221,252
Participant contributions at beginning of year2016-12-31$1,131,300
Participant contributions at end of year2016-12-31$-1,872
Participant contributions at beginning of year2016-12-31$-1,854
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$844,238
Other income not declared elsewhere2016-12-31$33,932
Total non interest bearing cash at end of year2016-12-31$90,391
Total non interest bearing cash at beginning of year2016-12-31$667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,610,282
Value of net assets at end of year (total assets less liabilities)2016-12-31$53,795,048
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$47,184,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$52,068,559
Value of interest in pooled separate accounts at beginning of year2016-12-31$45,681,488
Interest on participant loans2016-12-31$50,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$412,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$372,123
Net investment gain/loss from pooled separate accounts2016-12-31$3,767,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$728,543
Employer contributions (assets) at end of year2016-12-31$3,752
Employer contributions (assets) at beginning of year2016-12-31$1,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,137,536
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2016-12-31431947695
2015 : MARINEMAX, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,294,858
Total of all expenses incurred2015-12-31$5,060,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,982,530
Value of total corrective distributions2015-12-31$77,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,740,382
Value of total assets at end of year2015-12-31$47,184,766
Value of total assets at beginning of year2015-12-31$47,949,922
Total interest from all sources2015-12-31$47,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,927,828
Participant contributions at end of year2015-12-31$1,131,300
Participant contributions at beginning of year2015-12-31$1,027,536
Participant contributions at end of year2015-12-31$-1,854
Participant contributions at beginning of year2015-12-31$-1,375
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$146,788
Other income not declared elsewhere2015-12-31$31,751
Total non interest bearing cash at end of year2015-12-31$667
Total non interest bearing cash at beginning of year2015-12-31$7,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-765,156
Value of net assets at end of year (total assets less liabilities)2015-12-31$47,184,766
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$47,949,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$45,681,488
Value of interest in pooled separate accounts at beginning of year2015-12-31$46,602,287
Interest on participant loans2015-12-31$47,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$372,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$312,247
Net investment gain/loss from pooled separate accounts2015-12-31$-525,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$665,766
Employer contributions (assets) at end of year2015-12-31$1,042
Employer contributions (assets) at beginning of year2015-12-31$1,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,982,530
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2015-12-31431947695
2014 : MARINEMAX, INC. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$5,869,396
Total of all expenses incurred2014-12-31$5,506,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,490,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,660,394
Value of total assets at end of year2014-12-31$47,949,922
Value of total assets at beginning of year2014-12-31$47,586,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,686
Total interest from all sources2014-12-31$89,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,825,694
Participant contributions at end of year2014-12-31$1,027,536
Participant contributions at beginning of year2014-12-31$1,091,904
Participant contributions at end of year2014-12-31$-1,375
Participant contributions at beginning of year2014-12-31$353
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$368,819
Total non interest bearing cash at end of year2014-12-31$7,898
Total non interest bearing cash at beginning of year2014-12-31$5,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$363,186
Value of net assets at end of year (total assets less liabilities)2014-12-31$47,949,922
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$47,586,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$46,602,287
Value of interest in pooled separate accounts at beginning of year2014-12-31$46,226,274
Interest on participant loans2014-12-31$45,820
Interest earned on other investments2014-12-31$43,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$312,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$261,147
Net investment gain/loss from pooled separate accounts2014-12-31$2,119,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$465,881
Employer contributions (assets) at end of year2014-12-31$1,329
Employer contributions (assets) at beginning of year2014-12-31$1,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,490,524
Contract administrator fees2014-12-31$15,686
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAYER HOFFMAN MCCANN, PA
Accountancy firm EIN2014-12-31431947695
2013 : MARINEMAX, INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$254
Total income from all sources (including contributions)2013-12-31$12,124,547
Total of all expenses incurred2013-12-31$5,231,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,220,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,326,210
Value of total assets at end of year2013-12-31$47,586,736
Value of total assets at beginning of year2013-12-31$40,693,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,699
Total interest from all sources2013-12-31$49,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,747,222
Participant contributions at end of year2013-12-31$1,091,904
Participant contributions at beginning of year2013-12-31$1,116,595
Participant contributions at end of year2013-12-31$353
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,134,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$254
Total non interest bearing cash at end of year2013-12-31$5,734
Total non interest bearing cash at beginning of year2013-12-31$25,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,893,176
Value of net assets at end of year (total assets less liabilities)2013-12-31$47,586,736
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,693,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$46,226,274
Value of interest in pooled separate accounts at beginning of year2013-12-31$39,307,206
Interest on participant loans2013-12-31$49,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$261,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$242,310
Net investment gain/loss from pooled separate accounts2013-12-31$7,748,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$444,560
Employer contributions (assets) at end of year2013-12-31$1,324
Employer contributions (assets) at beginning of year2013-12-31$2,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,220,672
Contract administrator fees2013-12-31$10,699
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN, PA
Accountancy firm EIN2013-12-31431947695
2012 : MARINEMAX, INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$254
Total income from all sources (including contributions)2012-12-31$7,947,414
Total of all expenses incurred2012-12-31$3,628,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,612,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,970,508
Value of total assets at end of year2012-12-31$40,693,814
Value of total assets at beginning of year2012-12-31$36,374,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,288
Total interest from all sources2012-12-31$49,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,524,568
Participant contributions at end of year2012-12-31$1,116,595
Participant contributions at beginning of year2012-12-31$1,246,355
Participant contributions at beginning of year2012-12-31$90
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$152,949
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$254
Total non interest bearing cash at end of year2012-12-31$25,038
Total non interest bearing cash at beginning of year2012-12-31$146,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,318,870
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,693,560
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$36,374,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$39,307,206
Value of interest in pooled separate accounts at beginning of year2012-12-31$34,749,673
Interest on participant loans2012-12-31$49,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$242,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$229,177
Net investment gain/loss from pooled separate accounts2012-12-31$4,927,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$292,991
Employer contributions (assets) at end of year2012-12-31$2,665
Employer contributions (assets) at beginning of year2012-12-31$3,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,612,256
Contract administrator fees2012-12-31$16,288
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAYER HOFFMAN MCCANN, PA
Accountancy firm EIN2012-12-31431947695
2011 : MARINEMAX, INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,363
Total income from all sources (including contributions)2011-12-31$1,709,617
Total of all expenses incurred2011-12-31$4,123,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,070,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,933,962
Value of total assets at end of year2011-12-31$36,374,690
Value of total assets at beginning of year2011-12-31$38,790,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$52,622
Total interest from all sources2011-12-31$60,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,447,870
Participant contributions at end of year2011-12-31$1,246,355
Participant contributions at beginning of year2011-12-31$1,304,817
Participant contributions at end of year2011-12-31$90
Participant contributions at beginning of year2011-12-31$560
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$57,175
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,363
Total non interest bearing cash at end of year2011-12-31$146,223
Total non interest bearing cash at beginning of year2011-12-31$311,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,413,518
Value of net assets at end of year (total assets less liabilities)2011-12-31$36,374,690
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,788,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$34,749,673
Value of interest in pooled separate accounts at beginning of year2011-12-31$36,933,523
Interest on participant loans2011-12-31$60,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$229,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$139,187
Net investment gain/loss from pooled separate accounts2011-12-31$-1,284,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$428,917
Employer contributions (assets) at end of year2011-12-31$3,172
Employer contributions (assets) at beginning of year2011-12-31$96,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,070,513
Contract administrator fees2011-12-31$52,622
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAYER HOFFMAN MCCANN, P.A.
Accountancy firm EIN2011-12-31431947695
2010 : MARINEMAX, INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,363
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,447
Total income from all sources (including contributions)2010-12-31$6,886,788
Total of all expenses incurred2010-12-31$3,441,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,361,643
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,411,655
Value of total assets at end of year2010-12-31$38,790,571
Value of total assets at beginning of year2010-12-31$35,345,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$79,935
Total interest from all sources2010-12-31$73,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,290,282
Participant contributions at end of year2010-12-31$1,304,817
Participant contributions at beginning of year2010-12-31$1,187,064
Participant contributions at end of year2010-12-31$560
Participant contributions at beginning of year2010-12-31$26,230
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$24,638
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,363
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,447
Total non interest bearing cash at end of year2010-12-31$311,772
Total non interest bearing cash at beginning of year2010-12-31$321,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,445,210
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,788,208
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$35,342,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$36,933,523
Value of interest in pooled separate accounts at beginning of year2010-12-31$33,610,205
Interest on participant loans2010-12-31$68,869
Interest earned on other investments2010-12-31$1,513
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$139,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$194,032
Net investment gain/loss from pooled separate accounts2010-12-31$4,401,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$96,735
Employer contributions (assets) at end of year2010-12-31$96,735
Employer contributions (assets) at beginning of year2010-12-31$2
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,361,643
Contract administrator fees2010-12-31$79,935
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2010-12-31431947695

Form 5500 Responses for MARINEMAX, INC. 401K PROFIT SHARING PLAN

2020: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MARINEMAX, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number194638-01
Policy instance 1
Insurance contract or identification number194638-01
Number of Individuals Covered158
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38519
Policy instance 2
Insurance contract or identification number38519
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-11-18
Total amount of commissions paid to insurance brokerUSD $79,169
Total amount of fees paid to insurance companyUSD $70,961
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79,169
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number194638-01
Policy instance 1
Insurance contract or identification number194638-01
Number of Individuals Covered104
Insurance policy start date2019-11-15
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38519
Policy instance 1
Insurance contract or identification number38519
Number of Individuals Covered2134
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $82,809
Total amount of fees paid to insurance companyUSD $84,421
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $82,809
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees30693
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38519
Policy instance 1
Insurance contract or identification number38519
Number of Individuals Covered1931
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $85,989
Total amount of fees paid to insurance companyUSD $76,773
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $85,989
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees38747
Insurance broker nameMATTHEWS BENEFIT GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38519
Policy instance 1
Insurance contract or identification number38519
Number of Individuals Covered1440
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $80,020
Total amount of fees paid to insurance companyUSD $64,626
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13100
Additional information about fees paid to insurance brokerAUDIT FEES
Insurance broker organization code?0
Commission paid to Insurance BrokerUSD $80,020
Insurance broker nameMORGAN STANLEY SMITH BARNEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38519
Policy instance 1
Insurance contract or identification number38519
Number of Individuals Covered878
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $82,895
Total amount of fees paid to insurance companyUSD $36,748
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12500
Additional information about fees paid to insurance brokerOTHER PAYMENTS
Insurance broker organization code?0
Commission paid to Insurance BrokerUSD $82,895
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38519
Policy instance 1
Insurance contract or identification number38519
Number of Individuals Covered853
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $85,755
Total amount of fees paid to insurance companyUSD $53,620
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,463
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?5
Amount paid for insurance broker fees19558
Insurance broker nameMARINEMAX, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38519
Policy instance 1
Insurance contract or identification number38519
Number of Individuals Covered925
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $91,210
Total amount of fees paid to insurance companyUSD $35,594
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,313
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?5
Amount paid for insurance broker fees15846
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38519
Policy instance 1
Insurance contract or identification number38519
Number of Individuals Covered950
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $94,288
Total amount of fees paid to insurance companyUSD $51,567
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38519
Policy instance 1
Insurance contract or identification number38519
Number of Individuals Covered1220
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $102,180
Total amount of fees paid to insurance companyUSD $40,488
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,794
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?5
Amount paid for insurance broker fees23270
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1