Port Amherst, Ltd. 401(K) & Profit Sharing Plan — Form 5500 plan (Port Amherst, Ltd.)
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 Amherst, Ltd. 401(K) & Profit Sharing Plan is a benefit plan reported by Port Amherst, Ltd. under EIN 55-0628911 and plan number 001. The latest loaded filing year is 2023. The filing reports 400 participants and $29,748,554 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$29.7MPlan net assets, end of year$29,748,554
Participants400Covered participants reported
Assets / participant$74.4KComputed: assets ÷ participants$74,371 (computed)
Provider compensation$48.3K1 Schedule C provider row(s)$48,292
- Plan sponsor
- Port Amherst, Ltd.
- EIN
- 55-0628911
- Plan number
- 001
- Plan type
- 2
- Location
- Charleston, WV
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20241014110824NAL0051989986001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$29.7M total assets
Net assets$29.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $29,748,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,748,554
- Net assets (BOY)
- $26,197,557
Income & contributions
- Employer contributions
- $687,268
- Participant contributions
- $1,310,982
- Total contributions
- $1,998,250
- Total income / additions
- $5,559,065
Expenses & distributions
- Benefits paid
- $1,955,420
- Administrative expenses
- $52,648
- Total expenses
- $2,008,068
- Net increase / (decrease)
- $3,550,997
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $48,292 | $0 | 2023 |