Port Amherst, Ltd. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Port Amherst, Ltd. under EIN 55-0628911 and plan number 002. The latest loaded filing year is 2023. The filing reports 384 participants and $42,811,968 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Port Amherst, Ltd.
- EIN
- 55-0628911
- Plan number
- 002
- Plan type
- 2
- Location
- Charleston, WV
- Latest filing year
- 2023
- Participants
- 384
- End-of-year plan assets
- $42,811,968
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 384 | H | 20241014112042NAL0045771552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,811,968
- Total liabilities (EOY)
- $13,588,868
- Net assets (EOY)
- $29,223,100
- Net assets (BOY)
- $23,032,468
Income & contributions
- Employer contributions
- $828,393
- Total contributions
- $828,393
- Total income / additions
- $6,672,261
Expenses & distributions
- Benefits paid
- $75,334
- Administrative expenses
- $36
- Total expenses
- $481,629
- Net increase / (decrease)
- $6,190,632
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.