2023 Form 5500 filing — Sea Green Bookkeeping And Tax Services Inc. 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 20240926064907NAL0000380625001) for Sea Green Bookkeeping And Tax Services Inc. 401(K) Plan, reported by Sea Green Bookkeeping And Tax Services Inc. under EIN 82-0671539 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$160.7KReported net assets$160,733
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240926064907NAL0000380625001
Plan sponsor
Sea Green Bookkeeping And Tax Services Inc.
EIN
82-0671539
Plan number
001
Location
Fairhaven, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$160.7K total assets
Net assets$160.7KLiabilities$0
Money in vs. money out
Total income / additions$30.4K
Total expenses$525
Benefits paid / distributions$0
Contributions
Employer$5.4K
Participant$8.2K
Full reported line items
Total assets (EOY)
$160,733
Total liabilities (EOY)
$0
Net assets (EOY)
$160,733
Employer contributions
$5,403
Participant contributions
$8,154
Total income / additions
$30,354
Benefits paid
$0
Administrative expenses
$525
Total expenses
$525
Net increase / (decrease)
$29,829

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926064907NAL0000380625001 cover?
It is the 2023 Form 5500 filing for Sea Green Bookkeeping And Tax Services Inc. 401(K) Plan, reported by Sea Green Bookkeeping And Tax Services Inc. (EIN 82-0671539).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages