Cross Sound Ferry & Companies 401(K) / Ps Plan — Form 5500 plan (Cross Sound Ferry & Companies)
Plain-English plan 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, Cross Sound Ferry & Companies 401(K) / Ps Plan is a benefit plan reported by Cross Sound Ferry & Companies under EIN 06-0918288 and plan number 002. The latest loaded filing year is 2023. The filing reports 388 participants and $36,861,610 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cross Sound Ferry & Companies
- EIN
- 06-0918288
- Plan number
- 002
- Plan type
- 3
- Location
- New London, CT
- Latest filing year
- 2023
- Participants
- 388
- End-of-year plan assets
- $36,861,610
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 388 | H, C | 20241010122445NAL0011455971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,861,610
- Total liabilities (EOY)
- $39,162
- Net assets (EOY)
- $36,822,448
- Net assets (BOY)
- $31,733,261
Income & contributions
- Employer contributions
- $1,032,614
- Participant contributions
- $1,174,611
- Total contributions
- $2,207,225
- Total income / additions
- $6,678,136
Expenses & distributions
- Benefits paid
- $1,521,130
- Administrative expenses
- $67,819
- Total expenses
- $1,588,949
- Net increase / (decrease)
- $5,089,187
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $34,600 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $33,219 | $0 | 2023 |