Prism Maritime, LLC Retirement Trust — Form 5500 plan (Prism Maritime, LLC)
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, Prism Maritime, LLC Retirement Trust is a benefit plan reported by Prism Maritime, LLC under EIN 20-5613822 and plan number 001. The latest loaded filing year is 2023. The filing reports 426 participants and $22,102,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Prism Maritime, LLC
- EIN
- 20-5613822
- Plan number
- 001
- Plan type
- 2
- Location
- Chesapeake, VA
- Latest filing year
- 2023
- Participants
- 426
- End-of-year plan assets
- $22,102,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 426 | H, C | 20240822112244NAL0003012771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,102,659
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,102,659
- Net assets (BOY)
- $17,744,100
Income & contributions
- Employer contributions
- $1,193,831
- Participant contributions
- $1,868,940
- Total contributions
- $3,174,465
- Total income / additions
- $6,297,531
Expenses & distributions
- Benefits paid
- $1,694,552
- Administrative expenses
- $133,736
- Total expenses
- $1,938,972
- Net increase / (decrease)
- $4,358,559
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | RECORDKEEPER | $52,016 | not reported in the loaded dataset | 2023 |
| Truist Investment Srvcs (Form Bbt) | INVESTMENT ADVISOR | $44,508 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | THIRD PARTY ADMIN | $22,665 | not reported in the loaded dataset | 2023 |
| Charles W. Snader, Pc | PLAN AUDITOR | $13,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Prism Maritime, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Chesapeake, VA
- John Hancock Retirement Plan Servic — Schedule C compensation
- Truist Investment Srvcs (Form Bbt) — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Charles W. Snader, Pc — Schedule C compensation