2023 Form 5500 filing — Stavis Seafoods, LLC Profit Sharing Plan & Trust
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 20241014054204NAL0012920019001) for Stavis Seafoods, LLC Profit Sharing Plan & Trust, reported by Stavis Seafoods, LLC under EIN 82-3243673 and plan number 004. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014054204NAL0012920019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stavis Seafoods, LLC
- EIN
- 82-3243673
- Plan number
- 004
- Location
- Boston, MA
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,802,984
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,802,984
- Employer contributions
- $0
- Participant contributions
- $759,922
- Total income / additions
- $3,407,557
- Benefits paid
- $2,242,815
- Administrative expenses
- $45,108
- Total expenses
- $2,321,847
- Net increase / (decrease)
- $1,085,710
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lion Street Advisors LLC | ADVISOR | $14,583 | not reported in the loaded dataset |
| Caron & Bletzer | ACCOUNTANT/AUDITOR | $9,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$21,928 | $0 |