2023 Form 5500 filing — Santa Cruz Seaside Company Profit Sharing And 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 20241014123008NAL0027271665001) for Santa Cruz Seaside Company Profit Sharing And 401(K) Plan, reported by Santa Cruz Seaside Company under EIN 94-0841990 and plan number 002. It reports 534 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014123008NAL0027271665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Santa Cruz Seaside Company
- EIN
- 94-0841990
- Plan number
- 002
- Location
- Santa Cruz, CA
- Participants
- 534
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,480,821
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,480,821
- Employer contributions
- $834,320
- Participant contributions
- $1,706,528
- Total income / additions
- $6,632,450
- Benefits paid
- $2,995,383
- Administrative expenses
- $21,784
- Total expenses
- $3,051,663
- Net increase / (decrease)
- $3,580,787
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prime Capital Invest. Advisors LLC | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset |
| Benefit Resources, Inc. | CONTRACT ADMIN | $3,300 | $10,000 |
| Empower Advisory Group, LLC | RECORDKEEPER | $4,782 | not reported in the loaded dataset |