Santa Cruz Seaside Company Profit Sharing And 401(K) Plan — Form 5500 plan (Santa Cruz Seaside Company)
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, Santa Cruz Seaside Company Profit Sharing And 401(K) Plan is a benefit plan reported by Santa Cruz Seaside Company under EIN 94-0841990 and plan number 002. The latest loaded filing year is 2023. The filing reports 534 participants and $29,480,821 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santa Cruz Seaside Company
- EIN
- 94-0841990
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Cruz, CA
- Latest filing year
- 2023
- Participants
- 534
- End-of-year plan assets
- $29,480,821
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 534 | H, C | 20241014123008NAL0027271665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,480,821
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,480,821
- Net assets (BOY)
- $25,900,034
Income & contributions
- Employer contributions
- $834,320
- Participant contributions
- $1,706,528
- Total contributions
- $2,540,848
- Total income / additions
- $6,632,450
Expenses & distributions
- Benefits paid
- $2,995,383
- Administrative expenses
- $21,784
- Total expenses
- $3,051,663
- Net increase / (decrease)
- $3,580,787
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prime Capital Invest. Advisors LLC | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset | 2023 |
| Benefit Resources, Inc. | CONTRACT ADMIN | $3,300 | $10,000 | 2023 |
| Empower Advisory Group, LLC | RECORDKEEPER | $4,782 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Santa Cruz Seaside Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Cruz, CA
- Prime Capital Invest. Advisors LLC — Schedule C compensation
- Benefit Resources, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation