Civic Intelligence

The Boat House Group

Plan context: Boat House 401(K) Plan and Trust

EIN 80-0483860 • Cape Coral, FL • 14 filings • 4 plans

1516 SE 46th StreetCape Coral, FL 33904
Current Snapshot

Latest Year

2024

2024 Participants

197

2024 Assets

$8,704,352

2024 Contributions

$1,175,601

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$8,704,352$4,352,176$0201220182024YearValue
$8,704,352Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

197990201220182024YearValue
197Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241197$8,704,352$1,175,601$5,968iApproximate average salary by contribution assumption: employee only about $149,188 at 4% or $99,459 at 6%; with 50% employer match about $99,459 at 4% or $66,306 at 6%; with 100% employer match about $74,594 at 4% or $49,729 at 6%.
Boat House 401(K) Plan and Trust-197$8,704,352$1,175,601$5,968iApproximate average salary by contribution assumption: employee only about $149,188 at 4% or $99,459 at 6%; with 50% employer match about $99,459 at 4% or $66,306 at 6%; with 100% employer match about $74,594 at 4% or $49,729 at 6%.
20231173$7,319,353$1,074,838$6,213iApproximate average salary by contribution assumption: employee only about $155,323 at 4% or $103,549 at 6%; with 50% employer match about $103,549 at 4% or $69,033 at 6%; with 100% employer match about $77,662 at 4% or $51,774 at 6%.
Boat House 401(K) Plan and Trust-173$7,319,353$1,074,838$6,213iApproximate average salary by contribution assumption: employee only about $155,323 at 4% or $103,549 at 6%; with 50% employer match about $103,549 at 4% or $69,033 at 6%; with 100% employer match about $77,662 at 4% or $51,774 at 6%.
20221141$5,346,676$1,119,503$7,940iApproximate average salary by contribution assumption: employee only about $198,493 at 4% or $132,329 at 6%; with 50% employer match about $132,329 at 4% or $88,219 at 6%; with 100% employer match about $99,247 at 4% or $66,164 at 6%.
Boat House 401(K) Plan and Trust-141$5,346,676$1,119,503$7,940iApproximate average salary by contribution assumption: employee only about $198,493 at 4% or $132,329 at 6%; with 50% employer match about $132,329 at 4% or $88,219 at 6%; with 100% employer match about $99,247 at 4% or $66,164 at 6%.
20212137$5,605,078$778,470$5,682iApproximate average salary by contribution assumption: employee only about $142,057 at 4% or $94,704 at 6%; with 50% employer match about $94,704 at 4% or $63,136 at 6%; with 100% employer match about $71,028 at 4% or $47,352 at 6%.
Boat House 401(K) Plan and Trust-115$5,605,078$778,470$6,769iApproximate average salary by contribution assumption: employee only about $169,233 at 4% or $112,822 at 6%; with 50% employer match about $112,822 at 4% or $75,214 at 6%; with 100% employer match about $84,616 at 4% or $56,411 at 6%.
THE BOAT HOUSE GROUP WELFARE BENEFITS PLAN-137---
20201116$4,440,304$672,643$5,799iApproximate average salary by contribution assumption: employee only about $144,966 at 4% or $96,644 at 6%; with 50% employer match about $96,644 at 4% or $64,429 at 6%; with 100% employer match about $72,483 at 4% or $48,322 at 6%.
Boat House 401(K) Plan and Trust-116$4,440,304$672,643$5,799iApproximate average salary by contribution assumption: employee only about $144,966 at 4% or $96,644 at 6%; with 50% employer match about $96,644 at 4% or $64,429 at 6%; with 100% employer match about $72,483 at 4% or $48,322 at 6%.
20191109$3,669,377$585,519$5,372iApproximate average salary by contribution assumption: employee only about $134,293 at 4% or $89,529 at 6%; with 50% employer match about $89,529 at 4% or $59,686 at 6%; with 100% employer match about $67,147 at 4% or $44,764 at 6%.
Boat House 401(K) Plan and Trust-109$3,669,377$585,519$5,372iApproximate average salary by contribution assumption: employee only about $134,293 at 4% or $89,529 at 6%; with 50% employer match about $89,529 at 4% or $59,686 at 6%; with 100% employer match about $67,147 at 4% or $44,764 at 6%.
2018191$2,536,468$490,963$5,395iApproximate average salary by contribution assumption: employee only about $134,880 at 4% or $89,920 at 6%; with 50% employer match about $89,920 at 4% or $59,947 at 6%; with 100% employer match about $67,440 at 4% or $44,960 at 6%.
Boat House 401(K) Plan and Trust-91$2,536,468$490,963$5,395iApproximate average salary by contribution assumption: employee only about $134,880 at 4% or $89,920 at 6%; with 50% employer match about $89,920 at 4% or $59,947 at 6%; with 100% employer match about $67,440 at 4% or $44,960 at 6%.
2017173$2,199,616$390,179$5,345iApproximate average salary by contribution assumption: employee only about $133,623 at 4% or $89,082 at 6%; with 50% employer match about $89,082 at 4% or $59,388 at 6%; with 100% employer match about $66,811 at 4% or $44,541 at 6%.
Boat House 401(K) Plan and Trust-73$2,199,616$390,179$5,345iApproximate average salary by contribution assumption: employee only about $133,623 at 4% or $89,082 at 6%; with 50% employer match about $89,082 at 4% or $59,388 at 6%; with 100% employer match about $66,811 at 4% or $44,541 at 6%.
2016160$1,511,838$722,413$12,040iApproximate average salary by contribution assumption: employee only about $301,005 at 4% or $200,670 at 6%; with 50% employer match about $200,670 at 4% or $133,780 at 6%; with 100% employer match about $150,503 at 4% or $100,335 at 6%.
Boat House 401(K) Plan and Trust-60$1,511,838$722,413$12,040iApproximate average salary by contribution assumption: employee only about $301,005 at 4% or $200,670 at 6%; with 50% employer match about $200,670 at 4% or $133,780 at 6%; with 100% employer match about $150,503 at 4% or $100,335 at 6%.
2015161$733,133$245,749$4,029iApproximate average salary by contribution assumption: employee only about $100,717 at 4% or $67,145 at 6%; with 50% employer match about $67,145 at 4% or $44,763 at 6%; with 100% employer match about $50,358 at 4% or $33,572 at 6%.
Boat House 401(K) Plan and Trust-61$733,133$245,749$4,029iApproximate average salary by contribution assumption: employee only about $100,717 at 4% or $67,145 at 6%; with 50% employer match about $67,145 at 4% or $44,763 at 6%; with 100% employer match about $50,358 at 4% or $33,572 at 6%.
2014124$516,774$192,021$8,001iApproximate average salary by contribution assumption: employee only about $200,022 at 4% or $133,348 at 6%; with 50% employer match about $133,348 at 4% or $88,899 at 6%; with 100% employer match about $100,011 at 4% or $66,674 at 6%.
Boat House 401(K) Plan and Trust-24$516,774$192,021$8,001iApproximate average salary by contribution assumption: employee only about $200,022 at 4% or $133,348 at 6%; with 50% employer match about $133,348 at 4% or $88,899 at 6%; with 100% employer match about $100,011 at 4% or $66,674 at 6%.
2013111$302,759$102,956$9,360iApproximate average salary by contribution assumption: employee only about $233,991 at 4% or $155,994 at 6%; with 50% employer match about $155,994 at 4% or $103,996 at 6%; with 100% employer match about $116,995 at 4% or $77,997 at 6%.
Boat House 401(K) Plan and Trust-11$302,759$102,956$9,360iApproximate average salary by contribution assumption: employee only about $233,991 at 4% or $155,994 at 6%; with 50% employer match about $155,994 at 4% or $103,996 at 6%; with 100% employer match about $116,995 at 4% or $77,997 at 6%.
2012116$177,666$101,631$6,352iApproximate average salary by contribution assumption: employee only about $158,798 at 4% or $105,866 at 6%; with 50% employer match about $105,866 at 4% or $70,577 at 6%; with 100% employer match about $79,399 at 4% or $52,933 at 6%.
Boat House 401(K) Plan and Trust-16$177,666$101,631$6,352iApproximate average salary by contribution assumption: employee only about $158,798 at 4% or $105,866 at 6%; with 50% employer match about $105,866 at 4% or $70,577 at 6%; with 100% employer match about $79,399 at 4% or $52,933 at 6%.