Plain-English plan 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, The Porter And Chester Institute, Inc. Retirement Fund is a benefit plan reported by The Porter And Chester Institute, Inc. under EIN 06-0852205 and plan number 001. The latest loaded filing year is 2023. The filing reports 567 participants and $14,519,197 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,519,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,519,197
- Net assets (BOY)
- $13,207,802
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,108,369
- Total contributions
- $1,191,224
- Total income / additions
- $3,036,063
Expenses & distributions
- Benefits paid
- $1,719,840
- Administrative expenses
- $3,388
- Total expenses
- $1,724,668
- Net increase / (decrease)
- $1,311,395