2023 Form 5500 filing — Blue Harvest Fisheries 401(K) 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 20240925144939NAL0014877457001) for Blue Harvest Fisheries 401(K) Plan, reported by Blue Harvest Fisheries, LLC under EIN 30-0859597 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925144939NAL0014877457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue Harvest Fisheries, LLC
- EIN
- 30-0859597
- Plan number
- 001
- Location
- New Bedford, MA
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,844,436
- Net assets (EOY)
- $2,844,436
- Employer contributions
- $102,986
- Participant contributions
- $252,653
- Total income / additions
- $786,757
- Benefits paid
- $1,211,299
- Administrative expenses
- $31,874
- Total expenses
- $1,272,131
- Net increase / (decrease)
- -$485,374
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compass 360, LLC | CONTRACT ADMIN | $12,295 | $1,630 |
| Empower Annuity Insurance | RECORDKEEPER | $3,500 | not reported in the loaded dataset |
| Ascensus LLC | THIRD PARTY ADMINISTRATO | $600 | $404 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $28 | $0 |