2023 Form 5500 filing — Port Terminal Railroad Association Thrift Plan

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 20240909093122NAL0002300787001) for Port Terminal Railroad Association Thrift Plan, reported by Port Terminal Railroad Association under EIN 74-6001322 and plan number 002. It reports 390 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.7MReported net assets$19,717,398
Participants390
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240909093122NAL0002300787001
Plan sponsor
Port Terminal Railroad Association
EIN
74-6001322
Plan number
002
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.7M total assets
Net assets$19.7MLiabilities
Money in vs. money out
Total income / additions$4.2M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$117.7K
Participant$986.7K
Full reported line items
Total assets (EOY)
$19,717,398
Net assets (EOY)
$19,717,398
Employer contributions
$117,717
Participant contributions
$986,662
Total income / additions
$4,168,853
Benefits paid
$1,962,862
Administrative expenses
$17,875
Total expenses
$1,980,737
Net increase / (decrease)
$2,188,116

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240909093122NAL0002300787001 cover?
It is the 2023 Form 5500 filing for Port Terminal Railroad Association Thrift Plan, reported by Port Terminal Railroad Association (EIN 74-6001322).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages