2023 Form 5500 filing — Philadelphia Marine Trade Assn / Security Officers Police And Guards Union Pension

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 20241004100555NAL0022406018001) for Philadelphia Marine Trade Assn / Security Officers Police And Guards Union Pension, reported by Pmta Security Officers Police And Guards Union Pension under EIN 23-2296935 and plan number 001. It reports 43 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$4.3MReported net assets$4,308,279
Participants43
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241004100555NAL0022406018001
Plan sponsor
Pmta Security Officers Police And Guards Union Pension
EIN
23-2296935
Plan number
001
Location
Cherry Hill, NJ
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$4.3M total assets
Net assets$4.3MLiabilities$1.5K
Money in vs. money out
Total income / additions$781.7K
Total expenses$574.7K
Benefits paid / distributions$504K
Contributions
Employer$140K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$4,309,779
Total liabilities (EOY)
$1,500
Net assets (EOY)
$4,308,279
Employer contributions
$140,000
Total income / additions
$781,698
Benefits paid
$504,049
Administrative expenses
$57,507
Total expenses
$574,745
Net increase / (decrease)
$206,953

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004100555NAL0022406018001 cover?
It is the 2023 Form 5500 filing for Philadelphia Marine Trade Assn / Security Officers Police And Guards Union Pension, reported by Pmta Security Officers Police And Guards Union Pension (EIN 23-2296935).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages