How big is Seashine Financial, LLC.'s plan?

Seashine Financial, LLC.'s plan reported $1.2M in assets and 8 participants for 2023.

Original filing (PDF)20241014123707NAL0027286833001

Seashine Financial, LLC.

Name: Seashine Financial, LLC. — Seashine Financial, LLC., Form 5500 (2023)
Creator: Seashine Financial, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Seashine Financial, LLC. 401(k) Plan

401(k) retirement plan · Seashine Financial, LLC.'s Seashine Financial, LLC. 401(k) Plan held $1.2M in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Seashine Financial, LLC.'s EIN is 38-3923692.

EIN 38-3923692

Plan number 001

Plan year 2023

ACK ID 20241014123707NAL0027286833001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Seashine Financial, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Seashine Financial, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEASHINE FINANCIAL, LLC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

SEASHINE FINANCIAL, LLC.

EIN

all filings

Address

4 PARK PLAZA · SUITE 650 · IRVINE, CA · 92614

Phone

(949) 344-2087

Industry

Finance & Insurance

Plan administrator