Shoreside Investment Corporation 401(K) Plan — Form 5500 plan (Shoreside Investment Corporation)

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, Shoreside Investment Corporation 401(K) Plan is a benefit plan reported by Shoreside Investment Corporation under EIN 27-2279566 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $210,000 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$210KPlan net assets, end of year$210,000
Participants11Covered participants reported
Assets / participant$19.1KComputed: assets ÷ participants$19,091 (computed)
Provider compensationNone reported
Plan sponsor
Shoreside Investment Corporation
EIN
27-2279566
Plan number
001
Plan type
2
Location
Beaufort, SC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311I20241015113644NAL0016240803003
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$210K total assets
Net assets$210KLiabilities
Money in vs. money out
Total income / additions$159
Total expenses$2.4K
Benefits paid / distributions$2.3K
Full reported line items

Net assets

Total assets (EOY)
$210,000
Net assets (EOY)
$210,000
Net assets (BOY)
$212,241

Income & contributions

Total income / additions
$159

Expenses & distributions

Benefits paid
$2,317
Administrative expenses
$83
Total expenses
$2,400
Net increase / (decrease)
-$2,241
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income1457%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages