PORETTA & ORR, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PORETTA & ORR, INC. 401(K) PLAN
401k plan membership statisitcs for PORETTA & ORR, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023: PORETTA & ORR, INC. 401(K) PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 51 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 19 |
| Total of all active and inactive participants | 2023-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 70 |
| Number of participants with account balances | 2023-01-01 | 54 |
| 2022: PORETTA & ORR, INC. 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 24 |
| Total of all active and inactive participants | 2022-01-01 | 63 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 63 |
| Number of participants with account balances | 2022-01-01 | 54 |
| 2021: PORETTA & ORR, INC. 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 23 |
| Total of all active and inactive participants | 2021-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 47 |
| Number of participants with account balances | 2021-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: PORETTA & ORR, INC. 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 23 |
| Total of all active and inactive participants | 2020-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 47 |
| Number of participants with account balances | 2020-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: PORETTA & ORR, INC. 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 18 |
| Total of all active and inactive participants | 2019-01-01 | 46 |
| Total participants | 2019-01-01 | 46 |
| Number of participants with account balances | 2019-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: PORETTA & ORR, INC. 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 18 |
| Total of all active and inactive participants | 2018-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 41 |
| Number of participants with account balances | 2018-01-01 | 40 |
| 2017: PORETTA & ORR, INC. 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 19 |
| Total of all active and inactive participants | 2017-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 41 |
| Number of participants with account balances | 2017-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: PORETTA & ORR, INC. 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 16 |
| Total of all active and inactive participants | 2016-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 38 |
| Number of participants with account balances | 2016-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: PORETTA & ORR, INC. 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 16 |
| Total of all active and inactive participants | 2015-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 35 |
| Number of participants with account balances | 2015-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
| 2014: PORETTA & ORR, INC. 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 14 |
| Total of all active and inactive participants | 2014-01-01 | 32 |
| Total participants | 2014-01-01 | 32 |
| Number of participants with account balances | 2014-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: PORETTA & ORR, INC. 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 16 |
| Total of all active and inactive participants | 2013-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 34 |
| Number of participants with account balances | 2013-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: PORETTA & ORR, INC. 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 18 |
| Total of all active and inactive participants | 2012-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 32 |
| Number of participants with account balances | 2012-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: PORETTA & ORR, INC. 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 20 |
| Total of all active and inactive participants | 2011-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 38 |
| Number of participants with account balances | 2011-01-01 | 29 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2009: PORETTA & ORR, INC. 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 22 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 20 |
| Total of all active and inactive participants | 2009-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 42 |
| Number of participants with account balances | 2009-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2023 : PORETTA & ORR, INC. 401(K) PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $4,505 |
| Total income from all sources | 2023-12-31 | $898,854 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,960,179 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $1,960,054 |
| Total plan assets at end of year | 2023-12-31 | $2,313,740 |
| Total plan assets at beginning of year | 2023-12-31 | $3,370,560 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $221,727 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $125 |
| Other income received | 2023-12-31 | $566,755 |
| Net income (gross income less expenses) | 2023-12-31 | $-1,061,325 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,309,235 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,370,560 |
| Assets. Value of participant loans | 2023-12-31 | $3,253 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $110,372 |
| 2022 : PORETTA & ORR, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $251,269 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $904,688 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $6,000 |
| Total plan assets at end of year | 2022-12-31 | $3,370,560 |
| Total plan assets at beginning of year | 2022-12-31 | $4,023,979 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $163,620 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $898,638 |
| Net income (gross income less expenses) | 2022-12-31 | $-653,419 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,370,560 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,023,979 |
| Assets. Value of participant loans | 2022-12-31 | $5,353 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $87,649 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $50 |
| 2021 : PORETTA & ORR, INC. 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $715,213 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $5,041 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $4,716 |
| Total plan assets at end of year | 2021-12-31 | $4,023,979 |
| Total plan assets at beginning of year | 2021-12-31 | $3,313,807 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $107,375 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $325 |
| Other income received | 2021-12-31 | $554,531 |
| Net income (gross income less expenses) | 2021-12-31 | $710,172 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,023,979 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,313,807 |
| Assets. Value of participant loans | 2021-12-31 | $15,035 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $53,307 |
| 2020 : PORETTA & ORR, INC. 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $818,796 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $42,826 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $42,451 |
| Total plan assets at end of year | 2020-12-31 | $3,313,807 |
| Total plan assets at beginning of year | 2020-12-31 | $2,537,837 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $150,156 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $375 |
| Other income received | 2020-12-31 | $605,429 |
| Net income (gross income less expenses) | 2020-12-31 | $775,970 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,313,807 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,537,837 |
| Assets. Value of participant loans | 2020-12-31 | $15,708 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $63,211 |
| 2019 : PORETTA & ORR, INC. 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $778,752 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $280,640 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $280,590 |
| Total plan assets at end of year | 2019-12-31 | $2,537,837 |
| Total plan assets at beginning of year | 2019-12-31 | $2,039,725 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $159,016 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $50 |
| Other income received | 2019-12-31 | $546,071 |
| Net income (gross income less expenses) | 2019-12-31 | $498,112 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,537,837 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,039,725 |
| Assets. Value of participant loans | 2019-12-31 | $16,913 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $73,665 |
| 2018 : PORETTA & ORR, INC. 401(K) PLAN 2018 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $211,290 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $153,245 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $3,299 |
| Total plan assets at end of year | 2018-12-31 | $2,039,725 |
| Total plan assets at beginning of year | 2018-12-31 | $1,981,680 |
| Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $144,436 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $149,871 |
| Net income (gross income less expenses) | 2018-12-31 | $58,045 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,039,725 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,981,680 |
| Assets. Value of participant loans | 2018-12-31 | $23,299 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $66,854 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $75 |
| 2017 : PORETTA & ORR, INC. 401(K) PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $6,902 |
| Total income from all sources | 2017-12-31 | $519,913 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $25 |
| Total plan assets at end of year | 2017-12-31 | $1,981,680 |
| Total plan assets at beginning of year | 2017-12-31 | $1,468,694 |
| Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $136,977 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $25 |
| Other income received | 2017-12-31 | $312,778 |
| Net income (gross income less expenses) | 2017-12-31 | $519,888 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,981,680 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,461,792 |
| Assets. Value of participant loans | 2017-12-31 | $3,239 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $70,158 |
| 2016 : PORETTA & ORR, INC. 401(K) PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $6,902 |
| Total plan liabilities at beginning of year | 2016-12-31 | $1,306 |
| Total income from all sources | 2016-12-31 | $286,672 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $63,258 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $63,233 |
| Total plan assets at end of year | 2016-12-31 | $1,468,694 |
| Total plan assets at beginning of year | 2016-12-31 | $1,239,684 |
| Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $119,746 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $25 |
| Other income received | 2016-12-31 | $103,735 |
| Net income (gross income less expenses) | 2016-12-31 | $223,414 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,461,792 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,238,378 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $63,191 |
| 2015 : PORETTA & ORR, INC. 401(K) PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $1,306 |
| Total plan liabilities at beginning of year | 2015-12-31 | $1,391 |
| Total income from all sources | 2015-12-31 | $125,505 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $23,736 |
| Total plan assets at end of year | 2015-12-31 | $1,239,684 |
| Total plan assets at beginning of year | 2015-12-31 | $1,138,000 |
| Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $78,094 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $23,736 |
| Net income (gross income less expenses) | 2015-12-31 | $101,769 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,238,378 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,136,609 |
| Assets. Value of participant loans | 2015-12-31 | $25,534 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $47,411 |
| 2014 : PORETTA & ORR, INC. 401(K) PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $1,391 |
| Total income from all sources | 2014-12-31 | $165,190 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,138,000 |
| Total plan assets at beginning of year | 2014-12-31 | $971,419 |
| Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $68,203 |
| Other income received | 2014-12-31 | $63,103 |
| Net income (gross income less expenses) | 2014-12-31 | $165,190 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,136,609 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $971,419 |
| Assets. Value of participant loans | 2014-12-31 | $25,534 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $33,884 |
| 2013 : PORETTA & ORR, INC. 401(K) PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $333 |
| Total income from all sources | 2013-12-31 | $228,312 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $15,192 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $15,007 |
| Total plan assets at end of year | 2013-12-31 | $971,419 |
| Total plan assets at beginning of year | 2013-12-31 | $758,632 |
| Value of fidelity bond covering the plan | 2013-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $37,428 |
| Other income received | 2013-12-31 | $182,152 |
| Net income (gross income less expenses) | 2013-12-31 | $213,120 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $971,419 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $758,299 |
| Assets. Value of participant loans | 2013-12-31 | $25,534 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $8,732 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $185 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : PORETTA & ORR, INC. 401(K) PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $333 |
| Total plan liabilities at beginning of year | 2012-12-31 | $2,235 |
| Total income from all sources | 2012-12-31 | $131,753 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $65,408 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $65,135 |
| Total plan assets at end of year | 2012-12-31 | $758,632 |
| Total plan assets at beginning of year | 2012-12-31 | $694,189 |
| Value of fidelity bond covering the plan | 2012-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $36,217 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Noncash contributions received | 2012-12-31 | $86,769 |
| Net income (gross income less expenses) | 2012-12-31 | $66,345 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $758,299 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $691,954 |
| Assets. Value of participant loans | 2012-12-31 | $25,534 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $8,767 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $273 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : PORETTA & ORR, INC. 401(K) PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $2,235 |
| Total plan liabilities at beginning of year | 2011-12-31 | $1,152 |
| Total income from all sources | 2011-12-31 | $32,982 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $21,489 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $21,197 |
| Total plan assets at end of year | 2011-12-31 | $694,189 |
| Total plan assets at beginning of year | 2011-12-31 | $681,613 |
| Value of fidelity bond covering the plan | 2011-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $36,659 |
| Other income received | 2011-12-31 | $-12,186 |
| Net income (gross income less expenses) | 2011-12-31 | $11,493 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $691,954 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $680,461 |
| Assets. Value of participant loans | 2011-12-31 | $26,424 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $8,509 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $292 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : PORETTA & ORR, INC. 401(K) PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $1,152 |
| Total plan liabilities at beginning of year | 2010-12-31 | $718 |
| Total income from all sources | 2010-12-31 | $126,579 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $67,003 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $64,238 |
| Total plan assets at end of year | 2010-12-31 | $681,613 |
| Total plan assets at beginning of year | 2010-12-31 | $621,603 |
| Value of fidelity bond covering the plan | 2010-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $43,992 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $1,791 |
| Other income received | 2010-12-31 | $71,530 |
| Net income (gross income less expenses) | 2010-12-31 | $59,576 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $680,461 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $620,885 |
| Assets. Value of participant loans | 2010-12-31 | $27,234 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $9,266 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $2,611 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $154 |
| 2023: PORETTA & ORR, INC. 401(K) PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: PORETTA & ORR, INC. 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: PORETTA & ORR, INC. 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: PORETTA & ORR, INC. 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PORETTA & ORR, INC. 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PORETTA & ORR, INC. 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PORETTA & ORR, INC. 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PORETTA & ORR, INC. 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PORETTA & ORR, INC. 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PORETTA & ORR, INC. 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PORETTA & ORR, INC. 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: PORETTA & ORR, INC. 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: PORETTA & ORR, INC. 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: PORETTA & ORR, INC. 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH0277 |
| Policy instance | 1 |
| Insurance contract or identification number | GH0277 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $13,203 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH0277 |
| Policy instance | 1 |
| Insurance contract or identification number | GH0277 | | Number of Individuals Covered | 55 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $13,953 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,776 | | Insurance broker organization code? | 3 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH0277 |
| Policy instance | 1 |
| Insurance contract or identification number | GH0277 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $14,655 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,655 | | Insurance broker organization code? | 3 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH0277 |
| Policy instance | 1 |
| Insurance contract or identification number | GH0277 | | Number of Individuals Covered | 42 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $10,365 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,365 | | Insurance broker organization code? | 3 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH0277 |
| Policy instance | 1 |
| Insurance contract or identification number | GH0277 | | Number of Individuals Covered | 42 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $9,514 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,514 | | Insurance broker organization code? | 3 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH0277 |
| Policy instance | 1 |
| Insurance contract or identification number | GH0277 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $8,501 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,501 | | Insurance broker organization code? | 3 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH0277 |
| Policy instance | 1 |
| Insurance contract or identification number | GH0277 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $6,930 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,930 | | Insurance broker organization code? | 3 | | Insurance broker name | LPL FINANCIAL COPRORATION |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH0277 |
| Policy instance | 1 |
| Insurance contract or identification number | GH0277 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $4,591 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,591 | | Insurance broker organization code? | 3 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH0277 |
| Policy instance | 1 |
| Insurance contract or identification number | GH0277 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $4,202 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,202 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH0277 |
| Policy instance | 1 |
| Insurance contract or identification number | GH0277 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $3,279 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $3,279 | | Insurance broker organization code? | 3 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH0277 |
| Policy instance | 1 |
| Insurance contract or identification number | GH0277 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,729 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $2,729 | | Insurance broker organization code? | 3 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH0277 |
| Policy instance | 1 |
| Insurance contract or identification number | GH0277 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,757 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | GH0277 |
| Policy instance | 1 |
| Insurance contract or identification number | GH0277 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,396 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,396 | | Insurance broker organization code? | 3 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
