Plan5500

Sagp 401(K) Retirement Plan — Form 5500 plan (Seacoast Affiliated Group Practice, 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, Sagp 401(K) Retirement Plan is a benefit plan reported by Seacoast Affiliated Group Practice, Inc. under EIN 04-3485648 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $12,334,961 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Seacoast Affiliated Group Practice, Inc.
EIN
04-3485648
Plan number
001
Plan type
2
Location
Newburyport, MA
Latest filing year
2023
Participants
154
End-of-year plan assets
$12,334,961

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20241015131053NAL0029740913006

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,334,961
Net assets (EOY)
$12,334,961
Net assets (BOY)
$10,682,232

Income & contributions

Employer contributions
$215,898
Participant contributions
$484,640
Total contributions
$700,538
Total income / additions
$2,242,611

Expenses & distributions

Benefits paid
$571,779
Administrative expenses
$18,103
Total expenses
$589,882
Net increase / (decrease)
$1,652,729

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyNONE$18,103$02023

Related Form 5500 pages