Seacrest Services Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Seacrest Services, 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, Seacrest Services Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Seacrest Services, Inc. under EIN 59-1815173 and plan number 001. The latest loaded filing year is 2023. The filing reports 384 participants and $6,331,493 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Seacrest Services, Inc.
EIN
59-1815173
Plan number
001
Plan type
2
Location
West Palm Beach, FL
Latest filing year
2023
Participants
384
End-of-year plan assets
$6,331,493

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023384H, C20250404092050NAL0013235825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,331,493
Net assets (EOY)
$6,331,493
Net assets (BOY)
$5,918,050

Income & contributions

Employer contributions
$296,352
Participant contributions
$528,796
Total contributions
$906,700
Total income / additions
$1,706,544

Expenses & distributions

Benefits paid
$1,227,963
Administrative expenses
$65,138
Total expenses
$1,293,101
Net increase / (decrease)
$413,443

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationINVESTMENT MGMT$51,925$02023
DefinitiCONTRACT ADMIN$13,213$02023
Usb Financial Services, Inc.INVESTMENT MGMT$11,223$02023

Related Form 5500 pages