2023 Form 5500 filing — Sea Coast/Oceanview Retirement 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 20241010094415NAL0019879729001) for Sea Coast/Oceanview Retirement Plan, reported by Ocean View Management Company under EIN 01-0485403 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010094415NAL0019879729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ocean View Management Company
- EIN
- 01-0485403
- Plan number
- 001
- Location
- Falmouth, ME
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,594,468
- Net assets (EOY)
- $4,594,468
- Employer contributions
- $198,190
- Participant contributions
- $367,812
- Total income / additions
- $1,230,923
- Benefits paid
- $530,781
- Administrative expenses
- $23,741
- Total expenses
- $554,522
- Net increase / (decrease)
- $676,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab Trust Bank | FUND MANAGER | $650 | not reported in the loaded dataset |
| Charles Schwab Investment Mgmt Inc | FUND MANAGER | $0 | not reported in the loaded dataset |
| Charles Schwab & Co Inc | FUND MANAGER | $0 | not reported in the loaded dataset |