2023 Form 5500 filing — Sea Research Foundation, Inc. 401(K) Profit Sharing 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 20241015205458NAL0017211107001) for Sea Research Foundation, Inc. 401(K) Profit Sharing Plan, reported by Sea Research Foundation, Inc. under EIN 06-1480300 and plan number 002. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015205458NAL0017211107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sea Research Foundation, Inc.
- EIN
- 06-1480300
- Plan number
- 002
- Location
- Mystic, CT
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,947,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,947,574
- Employer contributions
- $114,486
- Participant contributions
- $559,432
- Total income / additions
- $1,786,075
- Benefits paid
- $455,859
- Administrative expenses
- $9,975
- Total expenses
- $472,833
- Net increase / (decrease)
- $1,313,242
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel Nicolaus | INVESTMENT/FINANCIAL ADVI | $7,480 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,495 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |