Sea Research Foundation, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Sea Research Foundation, Inc.)

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 Research Foundation, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Sea Research Foundation, Inc. under EIN 06-1480300 and plan number 002. The latest loaded filing year is 2023. The filing reports 204 participants and $5,947,574 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sea Research Foundation, Inc.
EIN
06-1480300
Plan number
002
Plan type
2
Location
Mystic, CT
Latest filing year
2023
Participants
204
End-of-year plan assets
$5,947,574

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20241015205458NAL0017211107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,947,574
Total liabilities (EOY)
$0
Net assets (EOY)
$5,947,574
Net assets (BOY)
$4,634,332

Income & contributions

Employer contributions
$114,486
Participant contributions
$559,432
Total contributions
$727,505
Total income / additions
$1,786,075

Expenses & distributions

Benefits paid
$455,859
Administrative expenses
$9,975
Total expenses
$472,833
Net increase / (decrease)
$1,313,242

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stifel NicolausINVESTMENT/FINANCIAL ADVI$7,480$02023
Adp, Inc.RECORD KEEPER$2,495$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages