2023 Form 5500 filing — Eastport Holdings, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007133320NAL0008920179001) for Eastport Holdings, LLC 401(K) Plan, reported by Eastport Holdings, LLC under EIN 26-2242731 and plan number 001. It reports 1,103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$77.9MReported net assets$77,856,909
Participants1.1K1,103
Provider compensation$149.9K4 Schedule C row(s)$149,947
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007133320NAL0008920179001
Plan sponsor
Eastport Holdings, LLC
EIN
26-2242731
Plan number
001
Location
Memphis, TN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$77.9M total assets
Net assets$77.9MLiabilities$0
Money in vs. money out
Total income / additions$19M
Total expenses$4.7M
Benefits paid / distributions$4.5M
Contributions
Employer$1.6M
Participant$5.2M
Full reported line items
Total assets (EOY)
$77,856,909
Total liabilities (EOY)
$0
Net assets (EOY)
$77,856,909
Employer contributions
$1,602,028
Participant contributions
$5,239,727
Total income / additions
$18,974,407
Benefits paid
$4,532,555
Administrative expenses
$149,947
Total expenses
$4,682,502
Net increase / (decrease)
$14,291,905
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $75K
  2. 2
    RECORDKEEPER · Direct $48.8K · Indirect $0
  3. 3
    ACCOUNTANT/AUDITOR · Direct $16K
  4. 4
    ADVISOR · Direct $10.1K

Related Form 5500 pages