2023 Form 5500 filing — Port Madison Enterprises 401(K) 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 20241015114143NAL0029433857002) for Port Madison Enterprises 401(K) Plan, reported by Port Madison Enterprises under EIN 91-1700348 and plan number 001. It reports 894 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114143NAL0029433857002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Port Madison Enterprises
- EIN
- 91-1700348
- Plan number
- 001
- Location
- Suquamish, WA
- Participants
- 894
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,247,853
- Net assets (EOY)
- $36,247,853
- Employer contributions
- $1,782,976
- Participant contributions
- $2,556,778
- Total income / additions
- $10,006,348
- Benefits paid
- $3,643,211
- Administrative expenses
- $136,367
- Total expenses
- $3,779,578
- Net increase / (decrease)
- $6,226,770
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | NONE | $79,941 | $0 |
| Morgan Stanley Global | NONE | $45,984 | not reported in the loaded dataset |
| Hunnex And Shoemaker, Inc. | NONE | $10,525 | $15,334 |