Ipswich Shellfish Company, Inc. 401(K) Plan — Form 5500 plan (Ipswich Shellfish Company, Inc.)

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, Ipswich Shellfish Company, Inc. 401(K) Plan is a benefit plan reported by Ipswich Shellfish Company, Inc. under EIN 04-2265029 and plan number 002. The latest loaded filing year is 2023. The filing reports 242 participants and $14,701,848 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ipswich Shellfish Company, Inc.
EIN
04-2265029
Plan number
002
Plan type
2
Location
Ipswich, MA
Latest filing year
2023
Participants
242
End-of-year plan assets
$14,701,848

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023242H, C20241010104322NAL0009922371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,701,848
Total liabilities (EOY)
$0
Net assets (EOY)
$14,701,848
Net assets (BOY)
$13,851,088

Income & contributions

Employer contributions
$118,077
Participant contributions
$744,702
Total contributions
$862,779
Total income / additions
$3,327,389

Expenses & distributions

Benefits paid
$2,481,113
Administrative expenses
-$4,768
Total expenses
$2,476,629
Net increase / (decrease)
$850,760

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mayflower Financial Advisors, LLCINVESTMENT ADVISOR$21,714not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$26,482$02023

Related Form 5500 pages