2023 Form 5500 filing — Ports America Pension 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 20250128141210NAL0014586145001) for Ports America Pension Plan, reported by Ports America under EIN 13-5628741 and plan number 001. It reports 106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.4MReported net assets$7,403,603
Participants106
Provider compensation$111.9K4 Schedule C row(s)$111,908
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250128141210NAL0014586145001
Plan sponsor
Ports America
EIN
13-5628741
Plan number
001
Location
Chandler, AZ
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)$7.4M total assets
Net assets$7.4MLiabilities$30.1K
Money in vs. money out
Total income / additions$424.2K
Total expenses$164.3K
Benefits paid / distributions$42.2K
Full reported line items
Total assets (EOY)
$7,433,716
Total liabilities (EOY)
$30,113
Net assets (EOY)
$7,403,603
Total income / additions
$424,227
Benefits paid
$42,199
Administrative expenses
$122,084
Total expenses
$164,283
Net increase / (decrease)
$259,944
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMIN. · Direct $45.2K
  2. 2
    ACTUARY · Direct $35.8K
  3. 3
    ACCOUNTANT · Direct $17.8K
  4. 4
    INVESTMENT ADVISORY · Direct $13.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250128141210NAL0014586145001 cover?
It is the 2023 Form 5500 filing for Ports America Pension Plan, reported by Ports America (EIN 13-5628741).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages