Plan5500

Traylor Porter Health Care Management, Inc. 401(K) Plan — Form 5500 plan (Traylor Porter Health Care Management, Inc.)

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, Traylor Porter Health Care Management, Inc. 401(K) Plan is a benefit plan reported by Traylor Porter Health Care Management, Inc. under EIN 26-4227834 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $4,052,905 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Traylor Porter Health Care Management, Inc.
EIN
26-4227834
Plan number
001
Plan type
2
Location
Opelika, AL
Latest filing year
2023
Participants
256
End-of-year plan assets
$4,052,905

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023256H, C20241015142247NAL0029959361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,052,905
Total liabilities (EOY)
$0
Net assets (EOY)
$4,052,905
Net assets (BOY)
$3,028,064

Income & contributions

Employer contributions
$154,678
Participant contributions
$274,598
Total contributions
$728,967
Total income / additions
$1,191,043

Expenses & distributions

Benefits paid
$142,334
Administrative expenses
$23,868
Total expenses
$166,202
Net increase / (decrease)
$1,024,841

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$15,222not reported in the loaded dataset2023
Wells Fargo AdvisorsINVESTMENT ADVISOR$9,558not reported in the loaded dataset2023

Related Form 5500 pages