Uswt 401(K) Plan — Form 5500 plan (Norfolk Tug Company)
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, Uswt 401(K) Plan is a benefit plan reported by Norfolk Tug Company under EIN 54-1919409 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $13,831,325 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Norfolk Tug Company
- EIN
- 54-1919409
- Plan number
- 001
- Plan type
- 3
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $13,831,325
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20241015075240NAL0027784721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,831,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,831,325
- Net assets (BOY)
- $11,709,329
Income & contributions
- Employer contributions
- $573,547
- Participant contributions
- $849,243
- Total contributions
- $1,470,319
- Total income / additions
- $3,560,316
Expenses & distributions
- Benefits paid
- $1,376,610
- Administrative expenses
- $59,163
- Total expenses
- $1,438,320
- Net increase / (decrease)
- $2,121,996
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | RECORDKEEPER | $26,773 | $0 | 2023 |
| Raymond James Fsa Inc | ADVISOR | $23,527 | $0 | 2023 |