Port Madison Enterprises 401(K) Plan — Form 5500 plan (Port Madison Enterprises)
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 Madison Enterprises 401(K) Plan is a benefit plan reported by Port Madison Enterprises under EIN 91-1700348 and plan number 001. The latest loaded filing year is 2023. The filing reports 894 participants and $36,247,853 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Port Madison Enterprises
- EIN
- 91-1700348
- Plan number
- 001
- Plan type
- 2
- Location
- Suquamish, WA
- Latest filing year
- 2023
- Participants
- 894
- End-of-year plan assets
- $36,247,853
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 894 | H, C | 20241015114143NAL0029433857002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,247,853
- Net assets (EOY)
- $36,247,853
- Net assets (BOY)
- $30,021,083
Income & contributions
- Employer contributions
- $1,782,976
- Participant contributions
- $2,556,778
- Total contributions
- $4,951,376
- Total income / additions
- $10,006,348
Expenses & distributions
- Benefits paid
- $3,643,211
- Administrative expenses
- $136,367
- Total expenses
- $3,779,578
- Net increase / (decrease)
- $6,226,770
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | NONE | $79,941 | $0 | 2023 |
| Morgan Stanley Global | NONE | $45,984 | not reported in the loaded dataset | 2023 |
| Hunnex And Shoemaker, Inc. | NONE | $10,525 | $15,334 | 2023 |