2023 Form 5500 filing — Port Consolidated 401(K) Salary Reduction Plan And Trust
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 20250715132903NAL0004805474001) for Port Consolidated 401(K) Salary Reduction Plan And Trust, reported by Port Consolidated, Inc. under EIN 59-1173292 and plan number 001. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715132903NAL0004805474001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Port Consolidated, Inc.
- EIN
- 59-1173292
- Plan number
- 001
- Location
- Fort Lauderdale, FL
- Participants
- 248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,879,040
- Total liabilities (EOY)
- $18,308
- Net assets (EOY)
- $18,860,732
- Employer contributions
- $289,701
- Participant contributions
- $992,266
- Total income / additions
- $5,529,687
- Benefits paid
- $816,325
- Administrative expenses
- $61,063
- Total expenses
- $877,388
- Net increase / (decrease)
- $4,652,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisors | RETAINED BY PLAN SPONSOR | $31,087 | not reported in the loaded dataset |
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $29,884 | $0 |