2023 Form 5500 filing — Porvair Corporation Employee'S Investment 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 20250430083431NAL0002452320001) for Porvair Corporation Employee'S Investment Savings Plan, reported by Porvair Corporation under EIN 56-1788248 and plan number 003. It reports 610 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$44MReported net assets$43,998,887
Participants610
Provider compensation$99.2K2 Schedule C row(s)$99,170
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250430083431NAL0002452320001
- Plan sponsor
- Porvair Corporation
- EIN
- 56-1788248
- Plan number
- 003
- Location
- Hendersonville, NC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$44M total assets
Net assets$44MLiabilities$0
Full reported line items
- Total assets (EOY)
- $43,998,887
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,998,887
- Employer contributions
- $1,722,968
- Participant contributions
- $1,816,245
- Total income / additions
- $9,821,323
- Benefits paid
- $4,732,167
- Administrative expenses
- $99,170
- Total expenses
- $4,882,803
- Net increase / (decrease)
- $4,938,520
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | N/A | $99,170 | $0 |
| Charles Schwab Trust Bank | N/A | $0 | $0 |