2023 Form 5500 filing — Porterville Sheltered Workshop 401(K) Salary Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927154020NAL0001395299001) for Porterville Sheltered Workshop 401(K) Salary Savings Plan, reported by Porterville Sheltered Workshop, Inc. under EIN 94-1676464 and plan number 002. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927154020NAL0001395299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Porterville Sheltered Workshop, Inc.
- EIN
- 94-1676464
- Plan number
- 002
- Location
- Porterville, CA
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,996,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,996,171
- Employer contributions
- $179,043
- Participant contributions
- $338,559
- Total income / additions
- $1,864,992
- Benefits paid
- $984,054
- Administrative expenses
- $39,280
- Total expenses
- $1,043,332
- Net increase / (decrease)
- $821,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $39,247 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33 | not reported in the loaded dataset |