Porter Automotive Group 401(K) Plan — Form 5500 plan (William H. Porter, 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, Porter Automotive Group 401(K) Plan is a benefit plan reported by William H. Porter, Inc. under EIN 51-0069458 and plan number 002. The latest loaded filing year is 2023. The filing reports 193 participants and $13,331,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- William H. Porter, Inc.
- EIN
- 51-0069458
- Plan number
- 002
- Plan type
- 2
- Location
- Newark, DE
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $13,331,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20240905111111NAL0011768499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,331,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,331,068
- Net assets (BOY)
- $13,402,473
Income & contributions
- Employer contributions
- $87,321
- Participant contributions
- $483,031
- Total contributions
- $1,015,748
- Total income / additions
- $3,319,438
Expenses & distributions
- Benefits paid
- $3,242,662
- Administrative expenses
- $55,641
- Total expenses
- $3,390,843
- Net increase / (decrease)
- -$71,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $4,241 | not reported in the loaded dataset | 2023 |
| Wilshire Associates, Inc. (Usa) | NONE | $2,551 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Co. U.S | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Wilshire Associates, Inc. U.S.A. | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for William H. Porter, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Newark, DE
- John Hancock Life Insurance Company — Schedule C compensation
- Wilshire Associates, Inc. (Usa) — Schedule C compensation
- John Hancock Life Insurance Co. U.S — Schedule C compensation
- Wilshire Associates, Inc. U.S.A. — Schedule C compensation