Plan5500

Mark Porter Auto Group, Inc. 401(K) Plan — Form 5500 plan (Mark Porter Auto Group, 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, Mark Porter Auto Group, Inc. 401(K) Plan is a benefit plan reported by Mark Porter Auto Group, Inc. under EIN 31-0970288 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $3,443,532 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mark Porter Auto Group, Inc.
EIN
31-0970288
Plan number
001
Plan type
2
Location
Pomeroy, OH
Latest filing year
2023
Participants
158
End-of-year plan assets
$3,443,532

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20241001160636NAL0012127360004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,443,532
Net assets (EOY)
$3,443,532
Net assets (BOY)
$2,297,056

Income & contributions

Employer contributions
$225,299
Participant contributions
$570,293
Total contributions
$795,592
Total income / additions
$1,254,201

Expenses & distributions

Benefits paid
$92,807
Administrative expenses
$14,918
Total expenses
$107,725
Net increase / (decrease)
$1,146,476

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schneider Downs Wealth Mgmt Adv.INVESTMENT ADVISOR$13,303not reported in the loaded dataset2023

Related Form 5500 pages