# Sea Green Bookkeeping And Tax Services INC. 401(k) Plan
Source: https://planprovider.pro/companies/sea-green-bookkeeping-and-tax-services-inc-401k-plan

> Sea Green Bookkeeping And Tax Services INC.&#39;s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4|$181,620|$7,021|$9,436|

| 2023|3|$160,733|$5,403|$8,154|

| 2022|4|$130,904|$4,265|$7,079|

## Similar Plans

- [The 1911 Trust Company, LLC](https://planprovider.pro/companies/the-1911-trust-company-llc-401k-plan) — 19 participants

- [The Bollard Group, LLC](https://planprovider.pro/companies/the-bollard-group-llc-401k-plan) — 37 participants

- [Loring, Wolcott & Coolidge Trust, LLC](https://planprovider.pro/companies/loring-wolcott-coolidge-trust-llc-401k-plan) — 95 participants

- [Intuvie Holdings LLC](https://planprovider.pro/companies/care-everywhere-llc-401k-plan) — 112 participants

- [Stoneturn Group, LLP](https://planprovider.pro/companies/stoneturn-group-llp-401k-plan) — 150 participants

- [Insource Services, INC.](https://planprovider.pro/companies/insource-services-inc-401k-plan) — 155 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sea-green-bookkeeping-and-tax-services-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
