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PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:PORTER & ASSOCIATES, INC
Employer identification number (EIN):260515371
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01FRED PORTER FRED PORTER2015-07-24
0012013-01-01FRED PORTER FRED PORTER2014-07-22
0012012-01-01FRED PORTER FRED PORTER2013-07-19
0012011-01-01FRED PORTER FRED PORTER2012-07-25

Plan Statistics for PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0113
Total number of active participants reported on line 7a of the Form 55002023-01-018
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011
Total of all active and inactive participants2023-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-019
Number of participants with account balances2023-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0111
Total number of active participants reported on line 7a of the Form 55002022-01-0110
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0112
Number of participants with account balances2022-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111
Total number of active participants reported on line 7a of the Form 55002021-01-019
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0111
Number of participants with account balances2021-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-0110
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0111
Number of participants with account balances2020-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110
Total number of active participants reported on line 7a of the Form 55002019-01-0110
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0111
Number of participants with account balances2019-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0111
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0110
Number of participants with account balances2018-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0112
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0111
Number of participants with account balances2017-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0111
Number of participants with account balances2016-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Number of participants with account balances2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0112
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0116
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$198,583
Expenses. Total of all expenses incurred2023-12-31$356,313
Benefits paid (including direct rollovers)2023-12-31$344,623
Total plan assets at end of year2023-12-31$3,115,074
Total plan assets at beginning of year2023-12-31$3,272,804
Value of fidelity bond covering the plan2023-12-31$350,000
Total contributions received or receivable from participants2023-12-31$69,430
Other income received2023-12-31$49,153
Net income (gross income less expenses)2023-12-31$-157,730
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,115,074
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,272,804
Assets. Value of participant loans2023-12-31$44,378
Assets. Value of real-estate (other than employer real property)2023-12-31$495,160
Total contributions received or receivable from employer(s)2023-12-31$80,000
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$11,690
2022 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-172,519
Expenses. Total of all expenses incurred2022-12-31$33,978
Total plan assets at end of year2022-12-31$3,272,804
Total plan assets at beginning of year2022-12-31$3,479,301
Value of fidelity bond covering the plan2022-12-31$350,000
Total contributions received or receivable from participants2022-12-31$58,185
Assets. Value of loans (other than to participants)2022-12-31$0
Other income received2022-12-31$-310,704
Net income (gross income less expenses)2022-12-31$-206,497
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,272,804
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,479,301
Assets. Value of participant loans2022-12-31$36,819
Assets. Value of real-estate (other than employer real property)2022-12-31$302,153
Total contributions received or receivable from employer(s)2022-12-31$80,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$33,978
2021 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$466,571
Expenses. Total of all expenses incurred2021-12-31$28,254
Total plan assets at end of year2021-12-31$3,479,301
Total plan assets at beginning of year2021-12-31$3,040,984
Value of fidelity bond covering the plan2021-12-31$350,000
Total contributions received or receivable from participants2021-12-31$55,400
Assets. Value of loans (other than to participants)2021-12-31$1,372
Other income received2021-12-31$346,241
Net income (gross income less expenses)2021-12-31$438,317
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,479,301
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,040,984
Assets. Value of participant loans2021-12-31$52,879
Assets. Value of real-estate (other than employer real property)2021-12-31$344,219
Total contributions received or receivable from employer(s)2021-12-31$64,930
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$28,254
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$468,849
Expenses. Total of all expenses incurred2020-12-31$45,909
Benefits paid (including direct rollovers)2020-12-31$20,000
Total plan assets at end of year2020-12-31$3,040,984
Total plan assets at beginning of year2020-12-31$2,618,044
Value of fidelity bond covering the plan2020-12-31$350,000
Total contributions received or receivable from participants2020-12-31$52,495
Assets. Value of loans (other than to participants)2020-12-31$6,726
Other income received2020-12-31$336,354
Net income (gross income less expenses)2020-12-31$422,940
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,040,984
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,618,044
Assets. Value of participant loans2020-12-31$71,304
Assets. Value of real-estate (other than employer real property)2020-12-31$640,138
Total contributions received or receivable from employer(s)2020-12-31$80,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$25,909
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$4,300
Total income from all sources2019-12-31$481,639
Expenses. Total of all expenses incurred2019-12-31$23,096
Benefits paid (including direct rollovers)2019-12-31$147
Total plan assets at end of year2019-12-31$2,618,044
Total plan assets at beginning of year2019-12-31$2,163,801
Value of fidelity bond covering the plan2019-12-31$350,000
Total contributions received or receivable from participants2019-12-31$55,900
Assets. Value of loans (other than to participants)2019-12-31$11,869
Other income received2019-12-31$345,739
Net income (gross income less expenses)2019-12-31$458,543
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,618,044
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,159,501
Assets. Value of participant loans2019-12-31$105,699
Assets. Value of real-estate (other than employer real property)2019-12-31$600,351
Total contributions received or receivable from employer(s)2019-12-31$80,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$22,949
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$4,300
Total plan liabilities at beginning of year2018-12-31$4,980
Total income from all sources2018-12-31$35,732
Expenses. Total of all expenses incurred2018-12-31$22,039
Benefits paid (including direct rollovers)2018-12-31$1,738
Total plan assets at end of year2018-12-31$2,163,801
Total plan assets at beginning of year2018-12-31$2,150,788
Value of fidelity bond covering the plan2018-12-31$350,000
Total contributions received or receivable from participants2018-12-31$47,680
Assets. Value of loans (other than to participants)2018-12-31$16,812
Other income received2018-12-31$-11,948
Net income (gross income less expenses)2018-12-31$13,693
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,159,501
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,145,808
Assets. Value of participant loans2018-12-31$65,562
Assets. Value of real-estate (other than employer real property)2018-12-31$606,312
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$20,301
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$4,980
Total plan liabilities at beginning of year2017-12-31$6,077
Total income from all sources2017-12-31$341,638
Expenses. Total of all expenses incurred2017-12-31$14,910
Benefits paid (including direct rollovers)2017-12-31$1,406
Total plan assets at end of year2017-12-31$2,150,788
Total plan assets at beginning of year2017-12-31$1,825,157
Value of fidelity bond covering the plan2017-12-31$350,000
Total contributions received or receivable from participants2017-12-31$46,400
Assets. Value of loans (other than to participants)2017-12-31$21,561
Expenses. Other expenses not covered elsewhere2017-12-31$6,614
Other income received2017-12-31$215,238
Net income (gross income less expenses)2017-12-31$326,728
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,145,808
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,819,080
Assets. Value of participant loans2017-12-31$47,270
Assets. Value of real-estate (other than employer real property)2017-12-31$612,025
Total contributions received or receivable from employer(s)2017-12-31$80,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,890
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$6,077
Total plan liabilities at beginning of year2016-12-31$4,300
Total income from all sources2016-12-31$151,913
Expenses. Total of all expenses incurred2016-12-31$30,397
Benefits paid (including direct rollovers)2016-12-31$8,887
Total plan assets at end of year2016-12-31$1,825,157
Total plan assets at beginning of year2016-12-31$1,701,864
Value of fidelity bond covering the plan2016-12-31$350,000
Total contributions received or receivable from participants2016-12-31$25,235
Assets. Value of loans (other than to participants)2016-12-31$23,848
Expenses. Other expenses not covered elsewhere2016-12-31$14,474
Other income received2016-12-31$66,678
Net income (gross income less expenses)2016-12-31$121,516
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,819,080
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,697,564
Assets. Value of participant loans2016-12-31$60,990
Assets. Value of real-estate (other than employer real property)2016-12-31$324,701
Total contributions received or receivable from employer(s)2016-12-31$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,036
2015 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$4,300
Total plan liabilities at beginning of year2015-12-31$4,300
Total income from all sources2015-12-31$197,198
Expenses. Total of all expenses incurred2015-12-31$5,759
Benefits paid (including direct rollovers)2015-12-31$1,909
Total plan assets at end of year2015-12-31$1,701,864
Total plan assets at beginning of year2015-12-31$1,510,425
Value of fidelity bond covering the plan2015-12-31$350,000
Total contributions received or receivable from participants2015-12-31$45,813
Assets. Value of loans (other than to participants)2015-12-31$34,281
Other income received2015-12-31$39,863
Net income (gross income less expenses)2015-12-31$191,439
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,697,564
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,506,125
Assets. Value of participant loans2015-12-31$17,886
Assets. Value of real-estate (other than employer real property)2015-12-31$324,701
Total contributions received or receivable from employer(s)2015-12-31$111,522
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,850
2014 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$4,300
Total plan liabilities at beginning of year2014-12-31$4,300
Total income from all sources2014-12-31$100,045
Expenses. Total of all expenses incurred2014-12-31$156,620
Benefits paid (including direct rollovers)2014-12-31$153,933
Total plan assets at end of year2014-12-31$1,510,425
Total plan assets at beginning of year2014-12-31$1,567,000
Value of fidelity bond covering the plan2014-12-31$350,000
Total contributions received or receivable from participants2014-12-31$6,859
Assets. Value of loans (other than to participants)2014-12-31$39,614
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$43,186
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-56,575
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,506,125
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,562,700
Assets. Value of participant loans2014-12-31$12,859
Assets. Value of real-estate (other than employer real property)2014-12-31$303,576
Total contributions received or receivable from employer(s)2014-12-31$50,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,687
2013 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$4,300
Total plan liabilities at beginning of year2013-12-31$4,300
Total income from all sources2013-12-31$39,902
Expenses. Total of all expenses incurred2013-12-31$4,956
Benefits paid (including direct rollovers)2013-12-31$1,615
Total plan assets at end of year2013-12-31$1,567,000
Total plan assets at beginning of year2013-12-31$1,532,054
Value of fidelity bond covering the plan2013-12-31$350,000
Total contributions received or receivable from participants2013-12-31$2,340
Assets. Value of loans (other than to participants)2013-12-31$284,798
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$9,133
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$34,946
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,562,700
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,527,754
Assets. Value of participant loans2013-12-31$16,210
Assets. Value of real-estate (other than employer real property)2013-12-31$186,993
Total contributions received or receivable from employer(s)2013-12-31$28,429
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,341
2012 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$4,300
Total plan liabilities at beginning of year2012-12-31$4,300
Total income from all sources2012-12-31$100,502
Expenses. Total of all expenses incurred2012-12-31$107,796
Benefits paid (including direct rollovers)2012-12-31$93,220
Total plan assets at end of year2012-12-31$1,532,054
Total plan assets at beginning of year2012-12-31$1,539,348
Value of fidelity bond covering the plan2012-12-31$350,000
Total contributions received or receivable from participants2012-12-31$2,430
Assets. Value of loans (other than to participants)2012-12-31$443,200
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$98,072
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-7,294
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,527,754
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,535,048
Assets. Value of participant loans2012-12-31$13,202
Assets. Value of real-estate (other than employer real property)2012-12-31$402,353
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$5,995
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$8,581
2011 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$4,300
Total plan liabilities at beginning of year2011-12-31$6,300
Total income from all sources2011-12-31$61,273
Expenses. Total of all expenses incurred2011-12-31$206,884
Benefits paid (including direct rollovers)2011-12-31$176,211
Total plan assets at end of year2011-12-31$1,539,348
Total plan assets at beginning of year2011-12-31$1,686,959
Value of fidelity bond covering the plan2011-12-31$350,000
Total contributions received or receivable from participants2011-12-31$4,915
Assets. Value of loans (other than to participants)2011-12-31$44,749
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$56,358
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-145,611
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,535,048
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,680,659
Assets. Value of participant loans2011-12-31$21,915
Assets. Value of real-estate (other than employer real property)2011-12-31$402,353
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$25,557
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,116
2010 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$6,300
Total plan liabilities at beginning of year2010-12-31$6,300
Total income from all sources2010-12-31$105,495
Expenses. Total of all expenses incurred2010-12-31$10,785
Benefits paid (including direct rollovers)2010-12-31$7,700
Total plan assets at end of year2010-12-31$1,686,959
Total plan assets at beginning of year2010-12-31$1,592,249
Value of fidelity bond covering the plan2010-12-31$350,000
Total contributions received or receivable from participants2010-12-31$9,540
Assets. Value of loans (other than to participants)2010-12-31$445,487
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$95,955
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$94,710
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,680,659
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,585,949
Assets. Value of participant loans2010-12-31$55,999
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,085

Form 5500 Responses for PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

2023: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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