Port Liberty Retirement Plan — Form 5500 plan (Port Liberty Usa 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, Port Liberty Retirement Plan is a benefit plan reported by Port Liberty Usa LLC under EIN 47-1713574 and plan number 002. The latest loaded filing year is 2023. The filing reports 181 participants and $52,388,339 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Port Liberty Usa LLC
- EIN
- 47-1713574
- Plan number
- 002
- Plan type
- 2
- Location
- Staten Island, NY
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $52,388,339
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241008102558NAL0016449025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,388,339
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,388,339
- Net assets (BOY)
- $43,809,815
Income & contributions
- Employer contributions
- $1,600,837
- Participant contributions
- $1,202,012
- Total contributions
- $3,720,758
- Total income / additions
- $11,439,167
Expenses & distributions
- Benefits paid
- $2,858,019
- Administrative expenses
- $2,624
- Total expenses
- $2,860,643
- Net increase / (decrease)
- $8,578,524
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $64,254 | $0 | 2023 |
| Cohnreznick Llp | ACCOUNTANT | $0 | $17,325 | 2023 |