Eastern Fisheries 401(K) Plan — Form 5500 plan (Eastern Fisheries, 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, Eastern Fisheries 401(K) Plan is a benefit plan reported by Eastern Fisheries, Inc. under EIN 04-2654500 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $16,269,827 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eastern Fisheries, Inc.
EIN
04-2654500
Plan number
001
Plan type
2
Location
New Bedford, MA
Latest filing year
2023
Participants
231
End-of-year plan assets
$16,269,827

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20241015092939NAL0016059635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,269,827
Total liabilities (EOY)
$0
Net assets (EOY)
$16,269,827
Net assets (BOY)
$13,126,750

Income & contributions

Employer contributions
$415,103
Participant contributions
$991,979
Total contributions
$1,835,883
Total income / additions
$4,131,439

Expenses & distributions

Benefits paid
$949,243
Administrative expenses
$39,119
Total expenses
$988,362
Net increase / (decrease)
$3,143,077

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$22,961$252023
Adp, Inc.RECORD KEEPER$16,157$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages