2023 Form 5500 filing — Seabreeze 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 20241015201219NAL0029582673006) for Seabreeze Retirement Savings Plan, reported by Seabreeze Management Company, Inc. under EIN 33-0467088 and plan number 001. It reports 568 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015201219NAL0029582673006
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Seabreeze Management Company, Inc.
- EIN
- 33-0467088
- Plan number
- 001
- Location
- Aliso Viejo, CA
- Participants
- 568
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,679,037
- Total liabilities (EOY)
- $56,330
- Net assets (EOY)
- $8,622,707
- Employer contributions
- $413,619
- Participant contributions
- $1,094,974
- Total income / additions
- $3,132,434
- Benefits paid
- $609,270
- Administrative expenses
- $55,459
- Total expenses
- $720,479
- Net increase / (decrease)
- $2,411,955
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors LLC | NONE | $23,978 | not reported in the loaded dataset |
| The Standard | NONE | $23,506 | not reported in the loaded dataset |
| Crossplans | NONE | $7,975 | $4,723 |