Blue Harvest Fisheries 401(K) Plan — Form 5500 plan (Blue Harvest Fisheries, LLC)
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, Blue Harvest Fisheries 401(K) Plan is a benefit plan reported by Blue Harvest Fisheries, LLC under EIN 30-0859597 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $2,844,436 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Blue Harvest Fisheries, LLC
- EIN
- 30-0859597
- Plan number
- 001
- Plan type
- 2
- Location
- New Bedford, MA
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $2,844,436
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20240925144939NAL0014877457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,844,436
- Net assets (EOY)
- $2,844,436
- Net assets (BOY)
- $3,329,810
Income & contributions
- Employer contributions
- $102,986
- Participant contributions
- $252,653
- Total contributions
- $355,639
- Total income / additions
- $786,757
Expenses & distributions
- Benefits paid
- $1,211,299
- Administrative expenses
- $31,874
- Total expenses
- $1,272,131
- Net increase / (decrease)
- -$485,374
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Compass 360, LLC | CONTRACT ADMIN | $12,295 | $1,630 | 2023 |
| Empower Annuity Insurance | RECORDKEEPER | $3,500 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | THIRD PARTY ADMINISTRATO | $600 | $404 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $28 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Blue Harvest Fisheries, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in New Bedford, MA
- Compass 360, LLC — Schedule C compensation
- Empower Annuity Insurance — Schedule C compensation
- Ascensus LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation