PORTER & ASSOCIATES, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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-year | 2023-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 8 |
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 | 1 |
Total of all active and inactive participants | 2023-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 9 |
Number of participants with account balances | 2023-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 10 |
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 | 2 |
Total of all active and inactive participants | 2022-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 12 |
Number of participants with account balances | 2022-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 9 |
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 | 2 |
Total of all active and inactive participants | 2021-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 11 |
Number of participants with account balances | 2021-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 10 |
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 | 1 |
Total of all active and inactive participants | 2020-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 11 |
Number of participants with account balances | 2020-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 10 |
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 | 1 |
Total of all active and inactive participants | 2019-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 11 |
Number of participants with account balances | 2019-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9 |
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 | 1 |
Total of all active and inactive participants | 2018-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 10 |
Number of participants with account balances | 2018-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 10 |
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 | 1 |
Total of all active and inactive participants | 2017-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 11 |
Number of participants with account balances | 2017-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
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 | 3 |
Total of all active and inactive participants | 2016-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 11 |
Number of participants with account balances | 2016-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
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 | 1 |
Total of all active and inactive participants | 2015-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 11 |
Number of participants with account balances | 2015-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
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 | 1 |
Total of all active and inactive participants | 2014-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 10 |
Number of participants with account balances | 2014-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
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 | 3 |
Total of all active and inactive participants | 2013-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 11 |
Number of participants with account balances | 2013-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 10 |
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 | 2 |
Total of all active and inactive participants | 2012-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 12 |
Number of participants with account balances | 2012-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
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 | 3 |
Total of all active and inactive participants | 2011-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 11 |
Number of participants with account balances | 2011-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|
2023 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
---|
Total income from all sources | 2023-12-31 | $198,583 |
Expenses. Total of all expenses incurred | 2023-12-31 | $356,313 |
Benefits paid (including direct rollovers) | 2023-12-31 | $344,623 |
Total plan assets at end of year | 2023-12-31 | $3,115,074 |
Total plan assets at beginning of year | 2023-12-31 | $3,272,804 |
Value of fidelity bond covering the plan | 2023-12-31 | $350,000 |
Total contributions received or receivable from participants | 2023-12-31 | $69,430 |
Other income received | 2023-12-31 | $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 loans | 2023-12-31 | $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 sources | 2022-12-31 | $-172,519 |
Expenses. Total of all expenses incurred | 2022-12-31 | $33,978 |
Total plan assets at end of year | 2022-12-31 | $3,272,804 |
Total plan assets at beginning of year | 2022-12-31 | $3,479,301 |
Value of fidelity bond covering the plan | 2022-12-31 | $350,000 |
Total contributions received or receivable from participants | 2022-12-31 | $58,185 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-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 loans | 2022-12-31 | $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 sources | 2021-12-31 | $466,571 |
Expenses. Total of all expenses incurred | 2021-12-31 | $28,254 |
Total plan assets at end of year | 2021-12-31 | $3,479,301 |
Total plan assets at beginning of year | 2021-12-31 | $3,040,984 |
Value of fidelity bond covering the plan | 2021-12-31 | $350,000 |
Total contributions received or receivable from participants | 2021-12-31 | $55,400 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $1,372 |
Other income received | 2021-12-31 | $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 loans | 2021-12-31 | $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 securities | 2021-12-31 | $0 |
2020 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $468,849 |
Expenses. Total of all expenses incurred | 2020-12-31 | $45,909 |
Benefits paid (including direct rollovers) | 2020-12-31 | $20,000 |
Total plan assets at end of year | 2020-12-31 | $3,040,984 |
Total plan assets at beginning of year | 2020-12-31 | $2,618,044 |
Value of fidelity bond covering the plan | 2020-12-31 | $350,000 |
Total contributions received or receivable from participants | 2020-12-31 | $52,495 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $6,726 |
Other income received | 2020-12-31 | $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 loans | 2020-12-31 | $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 securities | 2020-12-31 | $0 |
2019 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
---|
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $4,300 |
Total income from all sources | 2019-12-31 | $481,639 |
Expenses. Total of all expenses incurred | 2019-12-31 | $23,096 |
Benefits paid (including direct rollovers) | 2019-12-31 | $147 |
Total plan assets at end of year | 2019-12-31 | $2,618,044 |
Total plan assets at beginning of year | 2019-12-31 | $2,163,801 |
Value of fidelity bond covering the plan | 2019-12-31 | $350,000 |
Total contributions received or receivable from participants | 2019-12-31 | $55,900 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $11,869 |
Other income received | 2019-12-31 | $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 loans | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
2018 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
---|
Total plan liabilities at end of year | 2018-12-31 | $4,300 |
Total plan liabilities at beginning of year | 2018-12-31 | $4,980 |
Total income from all sources | 2018-12-31 | $35,732 |
Expenses. Total of all expenses incurred | 2018-12-31 | $22,039 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,738 |
Total plan assets at end of year | 2018-12-31 | $2,163,801 |
Total plan assets at beginning of year | 2018-12-31 | $2,150,788 |
Value of fidelity bond covering the plan | 2018-12-31 | $350,000 |
Total contributions received or receivable from participants | 2018-12-31 | $47,680 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $16,812 |
Other income received | 2018-12-31 | $-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 loans | 2018-12-31 | $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 securities | 2018-12-31 | $0 |
2017 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
---|
Total plan liabilities at end of year | 2017-12-31 | $4,980 |
Total plan liabilities at beginning of year | 2017-12-31 | $6,077 |
Total income from all sources | 2017-12-31 | $341,638 |
Expenses. Total of all expenses incurred | 2017-12-31 | $14,910 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,406 |
Total plan assets at end of year | 2017-12-31 | $2,150,788 |
Total plan assets at beginning of year | 2017-12-31 | $1,825,157 |
Value of fidelity bond covering the plan | 2017-12-31 | $350,000 |
Total contributions received or receivable from participants | 2017-12-31 | $46,400 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $21,561 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $6,614 |
Other income received | 2017-12-31 | $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 loans | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
2016 : PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
---|
Total plan liabilities at end of year | 2016-12-31 | $6,077 |
Total plan liabilities at beginning of year | 2016-12-31 | $4,300 |
Total income from all sources | 2016-12-31 | $151,913 |
Expenses. Total of all expenses incurred | 2016-12-31 | $30,397 |
Benefits paid (including direct rollovers) | 2016-12-31 | $8,887 |
Total plan assets at end of year | 2016-12-31 | $1,825,157 |
Total plan assets at beginning of year | 2016-12-31 | $1,701,864 |
Value of fidelity bond covering the plan | 2016-12-31 | $350,000 |
Total contributions received or receivable from participants | 2016-12-31 | $25,235 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $23,848 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $14,474 |
Other income received | 2016-12-31 | $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 loans | 2016-12-31 | $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 year | 2015-12-31 | $4,300 |
Total plan liabilities at beginning of year | 2015-12-31 | $4,300 |
Total income from all sources | 2015-12-31 | $197,198 |
Expenses. Total of all expenses incurred | 2015-12-31 | $5,759 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,909 |
Total plan assets at end of year | 2015-12-31 | $1,701,864 |
Total plan assets at beginning of year | 2015-12-31 | $1,510,425 |
Value of fidelity bond covering the plan | 2015-12-31 | $350,000 |
Total contributions received or receivable from participants | 2015-12-31 | $45,813 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $34,281 |
Other income received | 2015-12-31 | $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 loans | 2015-12-31 | $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 plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $4,300 |
Total plan liabilities at beginning of year | 2014-12-31 | $4,300 |
Total income from all sources | 2014-12-31 | $100,045 |
Expenses. Total of all expenses incurred | 2014-12-31 | $156,620 |
Benefits paid (including direct rollovers) | 2014-12-31 | $153,933 |
Total plan assets at end of year | 2014-12-31 | $1,510,425 |
Total plan assets at beginning of year | 2014-12-31 | $1,567,000 |
Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
Total contributions received or receivable from participants | 2014-12-31 | $6,859 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $39,614 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $43,186 |
Noncash contributions received | 2014-12-31 | $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 loans | 2014-12-31 | $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 loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $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 plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $4,300 |
Total plan liabilities at beginning of year | 2013-12-31 | $4,300 |
Total income from all sources | 2013-12-31 | $39,902 |
Expenses. Total of all expenses incurred | 2013-12-31 | $4,956 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,615 |
Total plan assets at end of year | 2013-12-31 | $1,567,000 |
Total plan assets at beginning of year | 2013-12-31 | $1,532,054 |
Value of fidelity bond covering the plan | 2013-12-31 | $350,000 |
Total contributions received or receivable from participants | 2013-12-31 | $2,340 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $284,798 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $9,133 |
Noncash contributions received | 2013-12-31 | $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 loans | 2013-12-31 | $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 loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $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 plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $4,300 |
Total plan liabilities at beginning of year | 2012-12-31 | $4,300 |
Total income from all sources | 2012-12-31 | $100,502 |
Expenses. Total of all expenses incurred | 2012-12-31 | $107,796 |
Benefits paid (including direct rollovers) | 2012-12-31 | $93,220 |
Total plan assets at end of year | 2012-12-31 | $1,532,054 |
Total plan assets at beginning of year | 2012-12-31 | $1,539,348 |
Value of fidelity bond covering the plan | 2012-12-31 | $350,000 |
Total contributions received or receivable from participants | 2012-12-31 | $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 received | 2012-12-31 | $98,072 |
Noncash contributions received | 2012-12-31 | $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 loans | 2012-12-31 | $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 loans | 2012-12-31 | $5,995 |
Value of corrective distributions | 2012-12-31 | $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 plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $4,300 |
Total plan liabilities at beginning of year | 2011-12-31 | $6,300 |
Total income from all sources | 2011-12-31 | $61,273 |
Expenses. Total of all expenses incurred | 2011-12-31 | $206,884 |
Benefits paid (including direct rollovers) | 2011-12-31 | $176,211 |
Total plan assets at end of year | 2011-12-31 | $1,539,348 |
Total plan assets at beginning of year | 2011-12-31 | $1,686,959 |
Value of fidelity bond covering the plan | 2011-12-31 | $350,000 |
Total contributions received or receivable from participants | 2011-12-31 | $4,915 |
Assets. Value of loans (other than to participants) | 2011-12-31 | $44,749 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $56,358 |
Noncash contributions received | 2011-12-31 | $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 loans | 2011-12-31 | $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 loans | 2011-12-31 | $25,557 |
Value of corrective distributions | 2011-12-31 | $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 plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $6,300 |
Total plan liabilities at beginning of year | 2010-12-31 | $6,300 |
Total income from all sources | 2010-12-31 | $105,495 |
Expenses. Total of all expenses incurred | 2010-12-31 | $10,785 |
Benefits paid (including direct rollovers) | 2010-12-31 | $7,700 |
Total plan assets at end of year | 2010-12-31 | $1,686,959 |
Total plan assets at beginning of year | 2010-12-31 | $1,592,249 |
Value of fidelity bond covering the plan | 2010-12-31 | $350,000 |
Total contributions received or receivable from participants | 2010-12-31 | $9,540 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $445,487 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $95,955 |
Noncash contributions received | 2010-12-31 | $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 loans | 2010-12-31 | $55,999 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,085 |
2023: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses |
---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | Yes |
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 – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PORTER & ASSOCIATES, INC. 401(K) PROFIT SHARING 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |