Original filing (PDF)20230818083622NAL0000722803001

SEAWOOD FAMILY OFFICE

Name: SEAWOOD FAMILY OFFICE — SEAWOOD FAMILY OFFICE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: SEAWOOD FAMILY OFFICE

Form 5500-SF

FILING_RECEIVED

SEAWOOD FAMILY OFFICE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$173K

Net assets (EOY)

$173K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEAWOOD FAMILY OFFICE.

Plan sponsor

Name

SEAWOOD FAMILY OFFICE

EIN

82-2098132

Address

276 KINDERKAMACK RD · EMERSON, NJ · 07630

Phone

(201) 265-7073

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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