General Steamship Profit Sharing & Retirement Savings Plan — Form 5500 plan (General Steamship Agencies, 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, General Steamship Profit Sharing & Retirement Savings Plan is a benefit plan reported by General Steamship Agencies, Inc. under EIN 94-3169159 and plan number 004. The latest loaded filing year is 2023. The filing reports 136 participants and $18,618,164 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
General Steamship Agencies, Inc.
EIN
94-3169159
Plan number
004
Plan type
2
Location
Mill Valley, CA
Latest filing year
2023
Participants
136
End-of-year plan assets
$18,618,164

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20240718170303NAL0003372419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,618,164
Total liabilities (EOY)
$0
Net assets (EOY)
$18,618,164
Net assets (BOY)
$15,914,148

Income & contributions

Employer contributions
$386,241
Participant contributions
$606,316
Total contributions
$1,176,476
Total income / additions
$3,379,673

Expenses & distributions

Benefits paid
$653,588
Administrative expenses
$22,069
Total expenses
$675,657
Net increase / (decrease)
$2,704,016

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwest Plan Services, Inc.NONE$15,428$02023
Charles Schwab BankNONE$6,641$02023

Related Form 5500 pages