2023 Form 5500 filing — Prism Maritime, LLC Retirement 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 20240822112244NAL0003012771001) for Prism Maritime, LLC Retirement Trust, reported by Prism Maritime, LLC under EIN 20-5613822 and plan number 001. It reports 426 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822112244NAL0003012771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Prism Maritime, LLC
- EIN
- 20-5613822
- Plan number
- 001
- Location
- Chesapeake, VA
- Participants
- 426
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,102,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,102,659
- Employer contributions
- $1,193,831
- Participant contributions
- $1,868,940
- Total income / additions
- $6,297,531
- Benefits paid
- $1,694,552
- Administrative expenses
- $133,736
- Total expenses
- $1,938,972
- Net increase / (decrease)
- $4,358,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | RECORDKEEPER | $52,016 | not reported in the loaded dataset |
| Truist Investment Srvcs (Form Bbt) | INVESTMENT ADVISOR | $44,508 | not reported in the loaded dataset |
| Bdo Usa, P.C. | THIRD PARTY ADMIN | $22,665 | not reported in the loaded dataset |
| Charles W. Snader, Pc | PLAN AUDITOR | $13,900 | not reported in the loaded dataset |