2023 Form 5500 filing — Samuels & Son Seafood Co. Union 401(K) Plan
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 20240729103342NAL0040775138001) for Samuels & Son Seafood Co. Union 401(K) Plan, reported by Samuels & Son Seafood Company Inc. under EIN 23-2540626 and plan number 002. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729103342NAL0040775138001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Samuels & Son Seafood Company Inc.
- EIN
- 23-2540626
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,010,003
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,010,003
- Employer contributions
- $114,602
- Participant contributions
- $185,235
- Total income / additions
- $679,838
- Benefits paid
- $109,316
- Administrative expenses
- $35,937
- Total expenses
- $145,253
- Net increase / (decrease)
- $534,585
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $11,672 | $0 |
| Wells Fargo Clearing Services, LLC | INVESTMENT ADVISORY-PLAN | $8,979 | not reported in the loaded dataset |
| Atlantic Pension Services, Inc. | RECORDKEEPER | $4,696 | $0 |
| Mesirow Financial & Investment Mana | INVESTMENT ADVISORY-PLAN | $1,283 | not reported in the loaded dataset |