Sea Green Bookkeeping And Tax Services INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sea Green Bookkeeping And Tax Services INC.
  • Sponsor EIN: 820671539
  • Sponsor Address: 145 BRIDGE STREET, FAIRHAVEN, MA, 02719
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $181,620

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$181,620$7,021$9,436
20233$160,733$5,403$8,154
20224$130,904$4,265$7,079

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