William H. Porter, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, William H. Porter, Inc. (EIN 51-0069458) is a plan sponsor located in Newark, DE with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
51-0069458
Location
Newark, DE
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,395,704
Total reported liabilities (EOY)
$150,501
Total reported net assets (EOY)
$13,245,203

Contributions & income

Employer contributions
$585,804
Participant contributions
$1,046,332
Total income / additions
$4,381,761

Expenses & distributions

Benefits paid / distributions
$3,932,634
Total expenses
$4,445,052
Net increase / (decrease)
-$63,291

Coverage

Total reported participants
508
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

William H. Porter, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Porter Automotive Group 401(K) Plan002193$13,331,0682023
William H. Porter, Inc. Group Medical Plan50292$64,6362023
William H. Porter, Inc. Health And Welfare Plan501223not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for William H. Porter, Inc.
YearPlanParticipantsSchedulesFiling
2023William H. Porter, Inc. Group Medical Plan92H, C20240808113103NAL0008541296001
2023William H. Porter, Inc. Health And Welfare Plan22320240808113256NAL0008546432001
2023Porter Automotive Group 401(K) Plan193H, C20240905111111NAL0011768499001

Related Form 5500 pages