2023 Form 5500 filing — General Steamship Profit Sharing & Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718170303NAL0003372419001) for General Steamship Profit Sharing & Retirement Savings Plan, reported by General Steamship Agencies, Inc. under EIN 94-3169159 and plan number 004. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718170303NAL0003372419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- General Steamship Agencies, Inc.
- EIN
- 94-3169159
- Plan number
- 004
- Location
- Mill Valley, CA
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,618,164
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,618,164
- Employer contributions
- $386,241
- Participant contributions
- $606,316
- Total income / additions
- $3,379,673
- Benefits paid
- $653,588
- Administrative expenses
- $22,069
- Total expenses
- $675,657
- Net increase / (decrease)
- $2,704,016
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Plan Services, Inc. | NONE | $15,428 | $0 |
| Charles Schwab Bank | NONE | $6,641 | $0 |