2023 Form 5500 filing — The Health & Welfare Plan Of D.H. Porter Enterprises LLC
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 20241004133201NAL0012270257001) for The Health & Welfare Plan Of D.H. Porter Enterprises LLC, reported by D.H. Porter Enterprises LLC under EIN 16-1658130 and plan number 501. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004133201NAL0012270257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- D.H. Porter Enterprises LLC
- EIN
- 16-1658130
- Plan number
- 501
- Location
- San Mateo, CA
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $167,705
- Total liabilities (EOY)
- $38,164
- Net assets (EOY)
- $129,541
- Employer contributions
- $92,246
- Participant contributions
- $411
- Total income / additions
- $92,657
- Benefits paid
- $106,857
- Administrative expenses
- $80,298
- Total expenses
- $187,155
- Net increase / (decrease)
- -$94,498
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fce Benefit Adminstators Inc | SERVICE PROVIDER | $24,441 | $10,011 |
| Cla | AUDITOR | $21,269 | not reported in the loaded dataset |