Key West Boats 401(k) match, vesting and fees
What Key West Boats' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Moss & Yantis Cpa PA (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Key West Boats: employer contribution per participant | $2,306 | |
| Peer median | $1,847 |
| Key West Boats: average balance | $39,994 | |
| Peer median | $65,512 |
| Key West Boats: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.3M at the end of plan year 2021 to $9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 279 | $9M | $521K | $2,306 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 230 | $8.5M | $517K | $2,266 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 0 | $6.5M | $477K | — | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 218 | $6.3M | $424K | $1,973 | 0.07% | Not published | Form 5500 ↗ |
Other Key West Boats plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Key West Boats, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Moss & Yantis (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Key West Boats match 401(k) contributions?
The match terms for the Key West Boats, Inc. Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $521K in employer contributions, about $2,306 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Key West Boats 401(k) match vested?
The vesting schedule for the Key West Boats, Inc. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Key West Boats 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is Key West Boats, Inc..
I left Key West Boats. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Key West Boats, Inc., (843) 873-0112) or the recordkeeper, American United Life Insurance Co. The Key West Boats old 401(k) page lists the contacts from every plan filing. Find an old Key West Boats 401(k)
Data from the public Form 5500 annual reports Key West Boats filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Key West Boats. Not financial advice. Report a correction · Methodology