2023 Form 5500 filing — Poseidon LLC 401(K) Profit Sharing Plan & Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240617154015NAL0001163411001) for Poseidon LLC 401(K) Profit Sharing Plan & Trust, reported by Poseidon LLC under EIN 35-1700866 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240617154015NAL0001163411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Poseidon LLC
- EIN
- 35-1700866
- Plan number
- 001
- Location
- Berne, IN
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,810,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,810,862
- Employer contributions
- $275,996
- Participant contributions
- $446,651
- Total income / additions
- $1,634,399
- Benefits paid
- $1,092,689
- Administrative expenses
- $20,290
- Total expenses
- $1,112,979
- Net increase / (decrease)
- $521,420
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securities America Advisors | ADVISOR | $12,833 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $6,858 | not reported in the loaded dataset |