2023 Form 5500 filing — Port Amherst, Ltd. 401(K) & Profit Sharing 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 20241014110824NAL0051989986001) for Port Amherst, Ltd. 401(K) & Profit Sharing Plan, reported by Port Amherst, Ltd. under EIN 55-0628911 and plan number 001. It reports 400 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)$29.7MReported net assets$29,748,554
Participants400
Provider compensation$48.3K1 Schedule C row(s)$48,292
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014110824NAL0051989986001
- Plan sponsor
- Port Amherst, Ltd.
- EIN
- 55-0628911
- Plan number
- 001
- Location
- Charleston, WV
- 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)$29.7M total assets
Net assets$29.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $29,748,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,748,554
- Employer contributions
- $687,268
- Participant contributions
- $1,310,982
- Total income / additions
- $5,559,065
- Benefits paid
- $1,955,420
- Administrative expenses
- $52,648
- Total expenses
- $2,008,068
- Net increase / (decrease)
- $3,550,997
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $48,292 | $0 |