Plan5500

Sea Coast/Oceanview Retirement Plan — Form 5500 plan (Ocean View Management Company)

Plain-English plan 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, Sea Coast/Oceanview Retirement Plan is a benefit plan reported by Ocean View Management Company under EIN 01-0485403 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $4,594,468 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ocean View Management Company
EIN
01-0485403
Plan number
001
Plan type
2
Location
Falmouth, ME
Latest filing year
2023
Participants
202
End-of-year plan assets
$4,594,468

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20241010094415NAL0019879729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,594,468
Net assets (EOY)
$4,594,468
Net assets (BOY)
$3,918,067

Income & contributions

Employer contributions
$198,190
Participant contributions
$367,812
Total contributions
$624,217
Total income / additions
$1,230,923

Expenses & distributions

Benefits paid
$530,781
Administrative expenses
$23,741
Total expenses
$554,522
Net increase / (decrease)
$676,401

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Charles Schwab Trust BankFUND MANAGER$650not reported in the loaded dataset2023
Charles Schwab Investment Mgmt IncFUND MANAGER$0not reported in the loaded dataset2023
Charles Schwab & Co IncFUND MANAGER$0not reported in the loaded dataset2023

Related Form 5500 pages