Port Harbor Marine Employee Stock Ownership Plan — Form 5500 plan (Port Harbor Marine, Inc.)

Plain-English plan 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, Port Harbor Marine Employee Stock Ownership Plan is a benefit plan reported by Port Harbor Marine, Inc. under EIN 01-0273942 and plan number 002. The latest loaded filing year is 2023. The filing reports 98 participants and $26,046,814 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Port Harbor Marine, Inc.
EIN
01-0273942
Plan number
002
Plan type
2
Location
South Portland, ME
Latest filing year
2023
Participants
98
End-of-year plan assets
$26,046,814

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202398I20241004164800NAL0005834227001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$26,046,814
Total liabilities (EOY)
$9,063
Net assets (EOY)
$26,037,751
Net assets (BOY)
$23,363,765

Income & contributions

Employer contributions
$48,021
Participant contributions
$305,292
Total income / additions
$2,784,747

Expenses & distributions

Benefits paid
$81,126
Administrative expenses
$29,272
Total expenses
$110,761
Net increase / (decrease)
$2,673,986

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages