2023 Form 5500 filing — Port Liberty Retirement 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 20241008102558NAL0016449025001) for Port Liberty Retirement Plan, reported by Port Liberty Usa LLC under EIN 47-1713574 and plan number 002. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008102558NAL0016449025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Port Liberty Usa LLC
- EIN
- 47-1713574
- Plan number
- 002
- Location
- Staten Island, NY
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,388,339
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,388,339
- Employer contributions
- $1,600,837
- Participant contributions
- $1,202,012
- Total income / additions
- $11,439,167
- Benefits paid
- $2,858,019
- Administrative expenses
- $2,624
- Total expenses
- $2,860,643
- Net increase / (decrease)
- $8,578,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $64,254 | $0 |
| Cohnreznick Llp | ACCOUNTANT | $0 | $17,325 |