Sea Coast/Oceanview Retirement Plan — Form 5500 plan (Ocean View Management Company)
Plain-English plan 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, Sea Coast/Oceanview Retirement Plan is a benefit plan reported by Ocean View Management Company under EIN 01-0485403 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $4,594,468 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ocean View Management Company
- EIN
- 01-0485403
- Plan number
- 001
- Plan type
- 2
- Location
- Falmouth, ME
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $4,594,468
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20241010094415NAL0019879729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,594,468
- Net assets (EOY)
- $4,594,468
- Net assets (BOY)
- $3,918,067
Income & contributions
- Employer contributions
- $198,190
- Participant contributions
- $367,812
- Total contributions
- $624,217
- Total income / additions
- $1,230,923
Expenses & distributions
- Benefits paid
- $530,781
- Administrative expenses
- $23,741
- Total expenses
- $554,522
- Net increase / (decrease)
- $676,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab Trust Bank | FUND MANAGER | $650 | not reported in the loaded dataset | 2023 |
| Charles Schwab Investment Mgmt Inc | FUND MANAGER | $0 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co Inc | FUND MANAGER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ocean View Management Company
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Falmouth, ME
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab Investment Mgmt Inc — Schedule C compensation
- Charles Schwab & Co Inc — Schedule C compensation