401k Plan data: JOE PORTER, PLLC DEFINED BENEFIT PLAN plan

JOE PORTER, PLLC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	JOE PORTER, PLLC DEFINED BENEFIT PLAN
Plan identification number	001

JOE PORTER, PLLC DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
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

JOE PORTER, PLLC has sponsored the creation of one or more 401k plans.

Company Name: JOE PORTER, PLLC

Employer identification number (EIN): 261565873

NAIC Classification: 531190
NAIC Description: Lessors of Other Real Estate Property

Additional information about JOE PORTER, PLLC

Jurisdiction of Incorporation: Arizona Corporation Commission

Incorporation Date:

Company Identification Number: P14102950

More information about JOE PORTER, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOE PORTER, PLLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 RUSSELL J. SNOW, EA, CPC, MSPA
001 2013-01-01 RUSSELL J. SNOW, EA, CPC, MSPA
001 2012-01-01 RUSSELL SNOW, EA, CPC, MSPA

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	RUSSELL J. SNOW, EA, CPC, MSPA
001	2013-01-01	RUSSELL J. SNOW, EA, CPC, MSPA
001	2012-01-01	RUSSELL SNOW, EA, CPC, MSPA

Plan Statistics for JOE PORTER, PLLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for JOE PORTER, PLLC DEFINED BENEFIT PLAN

Measure Date Value
2014: JOE PORTER, PLLC DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
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 0
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOE PORTER, PLLC DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOE PORTER, PLLC DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2014: JOE PORTER, PLLC DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
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	0
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOE PORTER, PLLC DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOE PORTER, PLLC DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on JOE PORTER, PLLC DEFINED BENEFIT PLAN

Measure	Date	Value
2014 : JOE PORTER, PLLC DEFINED BENEFIT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$102,129
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$998,294
Total plan assets at beginning of year	2014-12-31	$896,165
Value of fidelity bond covering the plan	2014-12-31	$370,000
Total contributions received or receivable from participants	2014-12-31	$0
Assets. Value of loans (other than to participants)	2014-12-31	$150,000
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	$2,129
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$102,129
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$998,294
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$896,165
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$150,000
Total contributions received or receivable from employer(s)	2014-12-31	$100,000
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JOE PORTER, PLLC DEFINED BENEFIT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$205,949
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$896,165
Total plan assets at beginning of year	2013-12-31	$690,216
Value of fidelity bond covering the plan	2013-12-31	$505,000
Total contributions received or receivable from participants	2013-12-31	$0
Assets. Value of loans (other than to participants)	2013-12-31	$125,000
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	$30,949
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$205,949
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$896,165
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$690,216
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$180,000
Assets. Value of real-estate (other than employer real property)	2013-12-31	$200,000
Total contributions received or receivable from employer(s)	2013-12-31	$175,000
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	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JOE PORTER, PLLC DEFINED BENEFIT PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$189,099
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$690,216
Total plan assets at beginning of year	2012-12-31	$501,117
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$39,099
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$189,099
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$690,216
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$501,117
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$50,000
Assets. Value of real-estate (other than employer real property)	2012-12-31	$200,000
Total contributions received or receivable from employer(s)	2012-12-31	$150,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for JOE PORTER, PLLC DEFINED BENEFIT PLAN

2014: JOE PORTER, PLLC DEFINED BENEFIT 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: JOE PORTER, PLLC DEFINED BENEFIT 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: JOE PORTER, PLLC DEFINED BENEFIT 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

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	JOE PORTER, PLLC
Employer identification number (EIN):	261565873
NAIC Classification:	531190
NAIC Description:	Lessors of Other Real Estate Property

Jurisdiction of Incorporation:	Arizona Corporation Commission
Incorporation Date:
Company Identification Number:	P14102950