Portside Builders, Inc. Employee Stock Ownership Plan — Form 5500 plan (Portside Builders, 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, Portside Builders, Inc. Employee Stock Ownership Plan is a benefit plan reported by Portside Builders, Inc. under EIN 39-1289562 and plan number 002. The latest loaded filing year is 2023. The filing reports 80 participants and $15,388,322 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Portside Builders, Inc.
- EIN
- 39-1289562
- Plan number
- 002
- Plan type
- 2
- Location
- Sturgeon Bay, WI
- Latest filing year
- 2023
- Participants
- 80
- End-of-year plan assets
- $15,388,322
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 80 | I | 20240621165516NAL0001910003001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $15,388,322
- Total liabilities (EOY)
- $2,088,895
- Net assets (EOY)
- $13,299,427
- Net assets (BOY)
- $10,416,093
Income & contributions
- Employer contributions
- $364,364
- Total income / additions
- $3,714,563
Expenses & distributions
- Benefits paid
- $786,341
- Total expenses
- $831,229
- Net increase / (decrease)
- $2,883,334
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.