401k Plan data: CAROL A. PORTER RETIREMENT PLAN plan

CAROL A. PORTER RETIREMENT PLAN 401k Plan overview

Plan Name	CAROL A. PORTER RETIREMENT PLAN
Plan identification number	002

CAROL A. PORTER RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CAROL A. PORTER has sponsored the creation of one or more 401k plans.

Company Name: CAROL A. PORTER

Employer identification number (EIN): 251477487

NAIC Classification: 541213
NAIC Description: Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAROL A. PORTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01 CAROL PORTER 2022-07-27
002 2020-01-01 CAROL PORTER 2021-03-14
002 2019-01-01 CAROL PORTER 2020-07-23
002 2018-01-01 CAROL PORTER 2019-09-14
002 2017-01-01 CAROL PORTER 2018-06-26
002 2016-01-01 CAROL PORTER 2017-09-15
002 2013-01-01 CAROL PORTER 2014-09-23
002 2012-01-01 CAROL PORTER 2013-09-16
002 2011-01-01 CAROL PORTER 2012-08-27
002 2010-01-01 CAROL PORTER 2011-06-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01	CAROL PORTER	2022-07-27
002	2020-01-01	CAROL PORTER	2021-03-14
002	2019-01-01	CAROL PORTER	2020-07-23
002	2018-01-01	CAROL PORTER	2019-09-14
002	2017-01-01	CAROL PORTER	2018-06-26
002	2016-01-01	CAROL PORTER	2017-09-15
002	2013-01-01	CAROL PORTER	2014-09-23
002	2012-01-01	CAROL PORTER	2013-09-16
002	2011-01-01	CAROL PORTER	2012-08-27
002	2010-01-01	CAROL PORTER	2011-06-26

Plan Statistics for CAROL A. PORTER RETIREMENT PLAN

401k plan membership statisitcs for CAROL A. PORTER RETIREMENT PLAN

Measure Date Value
2025: CAROL A. PORTER RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-09-11 13
Total number of particpants at end of year 2025-09-11 11
Number of Participants With Account Balances 2025-09-11 11
2024: CAROL A. PORTER RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-08 18
Total number of particpants at end of year 2024-10-08 13
Number of Participants With Account Balances 2024-10-08 13
2022: CAROL A. PORTER RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-07-27 21
Total number of particpants at end of year 2022-07-27 20
Number of Participants With Account Balances 2022-07-27 19

Measure	Date	Value
2025: CAROL A. PORTER RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-11	13
Total number of particpants at end of year	2025-09-11	11
Number of Participants With Account Balances	2025-09-11	11
2024: CAROL A. PORTER RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-08	18
Total number of particpants at end of year	2024-10-08	13
Number of Participants With Account Balances	2024-10-08	13
2022: CAROL A. PORTER RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-07-27	21
Total number of particpants at end of year	2022-07-27	20
Number of Participants With Account Balances	2022-07-27	19

Financial Data on CAROL A. PORTER RETIREMENT PLAN

Measure	Date	Value
2025 : CAROL A. PORTER RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-09-11	85388
Net assets as of the end of the plan year	2025-09-11	2574251
Total assets as of the beginning of the plan year	2025-09-11	2536501
Value of plan covered by a fidelity bond	2025-09-11	287000
Other income to plan in this plan year	2025-09-11	123138
Plan net income in this plan year	2025-09-11	37750
Net assets as of the end of the plan year	2025-09-11	2574251
Net assets as of the beginning of the plan year	2025-09-11	2536501
Fees paid to broker by Benefit Provider	2025-09-11	10200
2024 : CAROL A. PORTER RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-08	88571
Net assets as of the end of the plan year	2024-10-08	2536501
Total assets as of the beginning of the plan year	2024-10-08	2457646
Value of plan covered by a fidelity bond	2024-10-08	287000
Participant contributions to plan in this plan year	2024-10-08	37841
Other income to plan in this plan year	2024-10-08	122238
Plan net income in this plan year	2024-10-08	78855
Net assets as of the end of the plan year	2024-10-08	2536501
Net assets as of the beginning of the plan year	2024-10-08	2457646
Employer contributions to plan in this plan year	2024-10-08	7347
Fees paid to broker by Benefit Provider	2024-10-08	9800
2022 : CAROL A. PORTER RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-07-27	11937
Net assets as of the end of the plan year	2022-07-27	2428716
Total assets as of the beginning of the plan year	2022-07-27	2220193
Value of plan covered by a fidelity bond	2022-07-27	287000
Participant contributions to plan in this plan year	2022-07-27	75987
Other income to plan in this plan year	2022-07-27	125487
Plan net income in this plan year	2022-07-27	208523
Net assets as of the end of the plan year	2022-07-27	2428716
Net assets as of the beginning of the plan year	2022-07-27	2220193
Employer contributions to plan in this plan year	2022-07-27	18986
Fees paid to broker by Benefit Provider	2022-07-27	10191
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-27	150

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Company Name:	CAROL A. PORTER
Employer identification number (EIN):	251477487
NAIC Classification:	541213
NAIC Description:	Tax Preparation Services