2023 Form 5500 filing — Portsmouth D&D 401k Savings 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 20241011110622NAL0038520928001) for Portsmouth D&D 401k Savings Plan, reported by Fluor-Bwxt Portsmouth LLC under EIN 27-1279969 and plan number 001. It reports 1,624 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110622NAL0038520928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fluor-Bwxt Portsmouth LLC
- EIN
- 27-1279969
- Plan number
- 001
- Location
- Piketon, OH
- Participants
- 1,624
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $244,881,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $244,881,288
- Employer contributions
- $12,233,260
- Participant contributions
- $13,834,536
- Total income / additions
- $60,280,879
- Benefits paid
- $19,893,640
- Administrative expenses
- $546,595
- Total expenses
- $20,406,678
- Net increase / (decrease)
- $39,874,201
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Advisors, LLC | NA | $112,209 | not reported in the loaded dataset |
| Voya Institutional Plan Services, L | RECORDKEEPER | $109,642 | $0 |
| Fiducient Advisors | INVEST ADVISOR | $68,456 | not reported in the loaded dataset |
| Schneider Downs | ACCOUNTANT | $15,039 | not reported in the loaded dataset |