Seabreeze Retirement Savings Plan — Form 5500 plan (Seabreeze Management Company, 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, Seabreeze Retirement Savings Plan is a benefit plan reported by Seabreeze Management Company, Inc. under EIN 33-0467088 and plan number 001. The latest loaded filing year is 2023. The filing reports 568 participants and $8,679,037 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Seabreeze Management Company, Inc.
EIN
33-0467088
Plan number
001
Plan type
2
Location
Aliso Viejo, CA
Latest filing year
2023
Participants
568
End-of-year plan assets
$8,679,037

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023568H, C20241015201219NAL0029582673006

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,679,037
Total liabilities (EOY)
$56,330
Net assets (EOY)
$8,622,707
Net assets (BOY)
$6,210,752

Income & contributions

Employer contributions
$413,619
Participant contributions
$1,094,974
Total contributions
$2,013,544
Total income / additions
$3,132,434

Expenses & distributions

Benefits paid
$609,270
Administrative expenses
$55,459
Total expenses
$720,479
Net increase / (decrease)
$2,411,955

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burnham Gibson Wealth Advisors LLCNONE$23,978not reported in the loaded dataset2023
The StandardNONE$23,506not reported in the loaded dataset2023
CrossplansNONE$7,975$4,7232023

Related Form 5500 pages