Porteous, Hainkel & Johnson, Llp 401(K) Retirement Plan And Trust — Form 5500 plan (Porteous, Hainkel & Johnson, Llp)

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, Porteous, Hainkel & Johnson, Llp 401(K) Retirement Plan And Trust is a benefit plan reported by Porteous, Hainkel & Johnson, Llp under EIN 72-0374285 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $22,235,045 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Porteous, Hainkel & Johnson, Llp
EIN
72-0374285
Plan number
001
Plan type
2
Location
New Orleans, LA
Latest filing year
2023
Participants
123
End-of-year plan assets
$22,235,045

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123H, C20240917135705NAL0004142032001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,235,045
Total liabilities (EOY)
$0
Net assets (EOY)
$22,235,045
Net assets (BOY)
$22,277,604

Income & contributions

Employer contributions
$598,010
Participant contributions
$537,593
Total contributions
$1,148,021
Total income / additions
$4,081,672

Expenses & distributions

Benefits paid
$4,077,474
Administrative expenses
$46,757
Total expenses
$4,124,231
Net increase / (decrease)
-$42,559

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupRECORDKEEPING$28,306$13,7202023
Hub International Midwest LimitedTPA$6,680$02023
Charles SchwabCUSTODIAL$0$5,3792023

Related Form 5500 pages