Samuels & Son Seafood Co. Union 401(K) Plan — Form 5500 plan (Samuels & Son Seafood 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, Samuels & Son Seafood Co. Union 401(K) Plan is a benefit plan reported by Samuels & Son Seafood Company Inc. under EIN 23-2540626 and plan number 002. The latest loaded filing year is 2023. The filing reports 188 participants and $3,010,003 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Samuels & Son Seafood Company Inc.
- EIN
- 23-2540626
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $3,010,003
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20240729103342NAL0040775138001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,010,003
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,010,003
- Net assets (BOY)
- $2,475,418
Income & contributions
- Employer contributions
- $114,602
- Participant contributions
- $185,235
- Total contributions
- $299,837
- Total income / additions
- $679,838
Expenses & distributions
- Benefits paid
- $109,316
- Administrative expenses
- $35,937
- Total expenses
- $145,253
- Net increase / (decrease)
- $534,585
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $11,672 | $0 | 2023 |
| Wells Fargo Clearing Services, LLC | INVESTMENT ADVISORY-PLAN | $8,979 | not reported in the loaded dataset | 2023 |
| Atlantic Pension Services, Inc. | RECORDKEEPER | $4,696 | $0 | 2023 |
| Mesirow Financial & Investment Mana | INVESTMENT ADVISORY-PLAN | $1,283 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Samuels & Son Seafood Company Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Transamerica Life Insurance Company — Schedule C compensation
- Wells Fargo Clearing Services, LLC — Schedule C compensation
- Atlantic Pension Services, Inc. — Schedule C compensation
- Mesirow Financial & Investment Mana — Schedule C compensation