Retirement Savings Plan For Employees Of Seacoast National Bank — Form 5500 plan (Seacoast National Bank)
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, Retirement Savings Plan For Employees Of Seacoast National Bank is a benefit plan reported by Seacoast National Bank under EIN 59-0193820 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,876 participants and $118,218,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seacoast National Bank
- EIN
- 59-0193820
- Plan number
- 002
- Plan type
- 2
- Location
- Stuart, FL
- Latest filing year
- 2023
- Participants
- 1,876
- End-of-year plan assets
- $118,218,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,876 | H, C | 20240701153113NAL0002961667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,218,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,218,660
- Net assets (BOY)
- $87,856,886
Income & contributions
- Employer contributions
- $4,865,994
- Participant contributions
- $11,395,430
- Total contributions
- $29,815,289
- Total income / additions
- $46,536,678
Expenses & distributions
- Benefits paid
- $15,976,945
- Administrative expenses
- $193,672
- Total expenses
- $16,174,904
- Net increase / (decrease)
- $30,361,774
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $124,172 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $57,000 | not reported in the loaded dataset | 2023 |
| Oneamerica Inv Adv Services, LLC | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Seacoast National Bank
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Stuart, FL
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Oneamerica Inv Adv Services, LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation