Plan5500

Porter Scott, Apc 401(K) Plan — Form 5500 plan (Porter Scott, A Professional Corporation)

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 Scott, Apc 401(K) Plan is a benefit plan reported by Porter Scott, A Professional Corporation under EIN 94-2515991 and plan number 003. The latest loaded filing year is 2023. The filing reports 129 participants and $20,346,214 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Porter Scott, A Professional Corporation
EIN
94-2515991
Plan number
003
Plan type
2
Location
Sacramento, CA
Latest filing year
2023
Participants
129
End-of-year plan assets
$20,346,214

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20241015192058NAL0030743313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,346,214
Total liabilities (EOY)
$0
Net assets (EOY)
$20,346,214
Net assets (BOY)
$17,790,011

Income & contributions

Employer contributions
$232,730
Participant contributions
$718,415
Total contributions
$951,145
Total income / additions
$3,631,424

Expenses & distributions

Benefits paid
$1,011,614
Administrative expenses
$63,607
Total expenses
$1,075,221
Net increase / (decrease)
$2,556,203

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock UsaRETAINED BY EMPLOYER$53,501$02023
Campbell Taylor WashburnRETAINED BY EMPLOYER$10,106not reported in the loaded dataset2023

Related Form 5500 pages