2023 Form 5500 filing — Seatrium Amfels 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 20250205205601NAL0005679091001) for Seatrium Amfels 401(K) Plan, reported by Seatrium Amfels, Inc. under EIN 74-2468713 and plan number 001. It reports 530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.6MReported net assets$9,611,604
Participants530
Provider compensation$86.8K4 Schedule C row(s)$86,799
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250205205601NAL0005679091001
- Plan sponsor
- Seatrium Amfels, Inc.
- EIN
- 74-2468713
- Plan number
- 001
- Location
- Brownsville, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.6M total assets
Net assets$9.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,611,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,611,604
- Employer contributions
- $290,504
- Participant contributions
- $799,797
- Total income / additions
- $2,453,876
- Benefits paid
- $1,174,486
- Administrative expenses
- $58,522
- Total expenses
- $1,233,008
- Net increase / (decrease)
- $1,220,868
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $53,395 | $0 |
| Bowen, Miclette, Britt Insurance Ag | OTHER SERVICES | $0 | $21,078 |
| Loren D. Stark Company | CONTRACT ADMINISTRATOR | $8,185 | $4,141 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |