Poseidon LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Poseidon LLC)
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, Poseidon LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Poseidon LLC under EIN 35-1700866 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $5,810,862 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Poseidon LLC
- EIN
- 35-1700866
- Plan number
- 001
- Plan type
- 2
- Location
- Berne, IN
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $5,810,862
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20240617154015NAL0001163411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,810,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,810,862
- Net assets (BOY)
- $5,289,442
Income & contributions
- Employer contributions
- $275,996
- Participant contributions
- $446,651
- Total contributions
- $722,647
- Total income / additions
- $1,634,399
Expenses & distributions
- Benefits paid
- $1,092,689
- Administrative expenses
- $20,290
- Total expenses
- $1,112,979
- Net increase / (decrease)
- $521,420
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securities America Advisors | ADVISOR | $12,833 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $6,858 | not reported in the loaded dataset | 2023 |