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PORTER & JENSEN 401K RETIREMENT PLAN 401k Plan overview

Plan NamePORTER & JENSEN 401K RETIREMENT PLAN
Plan identification number 001

PORTER & JENSEN 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

PORTER & JENSEN, INC. has sponsored the creation of one or more 401k plans.

Company Name:PORTER & JENSEN, INC.
Employer identification number (EIN):910874030

Additional information about PORTER & JENSEN, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1971-12-20
Company Identification Number: 600059526
Legal Registered Office Address: 6401 LAKE WASHINGTON BLVD SE

NEWCASTLE
United States of America (USA)
980560000

More information about PORTER & JENSEN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORTER & JENSEN 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012008-01-01JOSEF WALDMANN

Plan Statistics for PORTER & JENSEN 401K RETIREMENT PLAN

401k plan membership statisitcs for PORTER & JENSEN 401K RETIREMENT PLAN

Measure Date Value
2008: PORTER & JENSEN 401K RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-011
Total number of active participants reported on line 7a of the Form 55002008-01-010
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-010
Number of participants with account balances2008-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Financial Data on PORTER & JENSEN 401K RETIREMENT PLAN

Measure Date Value
2008 : PORTER & JENSEN 401K RETIREMENT PLAN 2008 401k financial data
Total income from all sources2008-12-31$10
Expenses. Total of all expenses incurred2008-12-31$760
Benefits paid (including direct rollovers)2008-12-31$137
Total plan assets at end of year2008-12-31$0
Total plan assets at beginning of year2008-12-31$750
Other income received2008-12-31$10
Net income (gross income less expenses)2008-12-31$-750
Net plan assets at end of year (total assets less liabilities)2008-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$750
Value of corrective distributions2008-12-31$623

Form 5500 Responses for PORTER & JENSEN 401K RETIREMENT PLAN

2008: PORTER & JENSEN 401K RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingYes
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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