Port Consolidated 401(K) Salary Reduction Plan And Trust — Form 5500 plan (Port Consolidated, Inc.)

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 Consolidated 401(K) Salary Reduction Plan And Trust is a benefit plan reported by Port Consolidated, Inc. under EIN 59-1173292 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $18,879,040 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Port Consolidated, Inc.
EIN
59-1173292
Plan number
001
Plan type
2
Location
Fort Lauderdale, FL
Latest filing year
2023
Participants
248
End-of-year plan assets
$18,879,040

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023248H, C20250715132903NAL0004805474001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,879,040
Total liabilities (EOY)
$18,308
Net assets (EOY)
$18,860,732
Net assets (BOY)
$14,208,433

Income & contributions

Employer contributions
$289,701
Participant contributions
$992,266
Total contributions
$1,404,753
Total income / additions
$5,529,687

Expenses & distributions

Benefits paid
$816,325
Administrative expenses
$61,063
Total expenses
$877,388
Net increase / (decrease)
$4,652,299

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera AdvisorsRETAINED BY PLAN SPONSOR$31,087not reported in the loaded dataset2023
John Hancock Retirement Plan SvcsRETAINED BY PLAN SPONSOR$29,884$02023

Related Form 5500 pages