Port Resources — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Resources (EIN 01-0367582) is a plan sponsor located in South Portland, ME with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
01-0367582
Location
South Portland, ME
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.9MSummed across loaded plans$2,946,016
Total reported assets$2.9M$2,946,646
Total reported participants330
Total reported liabilities$630

Reported net position

Reported assets = net assets + liabilities (summed)$2.9M total assets
Net assets$2.9MLiabilities$630
Contributions & income
Employer contributions$69K
Participant contributions$311.2K
Total income / additions$839K
Expenses & distributions
Benefits paid / distributions$668.7K
Total expenses$693.1K
Net increase / (decrease)$145.9K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Port Resources Savings And Retirement Plan
Participants per plan165Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 208 participants · 2023
  2. 2
    Port Resources Welfare Plannot reported in the loaded dataset
    Plan #501 · 122 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Port Resources
YearPlanParticipantsSchedulesFiling
2023Port Resources Welfare Plan12220240715081842NAL0002165634001
2023Port Resources Savings And Retirement Plan208H, C20241014091502NAL0052891458001

Related Form 5500 pages