2023 Form 5500 filing — Cross Sound Ferry & Companies 401(K) / Ps 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 20241010122445NAL0011455971001) for Cross Sound Ferry & Companies 401(K) / Ps Plan, reported by Cross Sound Ferry & Companies under EIN 06-0918288 and plan number 002. It reports 388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010122445NAL0011455971001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cross Sound Ferry & Companies
- EIN
- 06-0918288
- Plan number
- 002
- Location
- New London, CT
- Participants
- 388
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,861,610
- Total liabilities (EOY)
- $39,162
- Net assets (EOY)
- $36,822,448
- Employer contributions
- $1,032,614
- Participant contributions
- $1,174,611
- Total income / additions
- $6,678,136
- Benefits paid
- $1,521,130
- Administrative expenses
- $67,819
- Total expenses
- $1,588,949
- Net increase / (decrease)
- $5,089,187
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $34,600 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $33,219 | $0 |