401k Plan data: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN plan

PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN
Plan identification number	001

PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Profit-sharing

401k Sponsoring company profile

PORTER & ASSOCIATES, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name: PORTER & ASSOCIATES, DDS, PC

Employer identification number (EIN): 382115153

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-07-01 JEFFREY L PORTER
001 2013-07-01 JEFFREY L PORTER
001 2012-07-01 JEFFREY L PORTER
001 2011-07-01 JEFFREY L PORTER
001 2010-07-01 JEFFREY L PORTER
001 2009-07-01 JEFFREY L PORTER

Plan id#	Filing Submission Date	Name of Administrator
001	2014-07-01	JEFFREY L PORTER
001	2013-07-01	JEFFREY L PORTER
001	2012-07-01	JEFFREY L PORTER
001	2011-07-01	JEFFREY L PORTER
001	2010-07-01	JEFFREY L PORTER
001	2009-07-01	JEFFREY L PORTER

Plan Statistics for PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN

401k plan membership statisitcs for PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN

Measure Date Value
2014: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 0
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 0
Number of participants with account balances 2014-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 3
Number of retired or separated participants receiving benefits 2013-07-01 1
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 4
Number of participants with account balances 2013-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 3
Number of retired or separated participants receiving benefits 2012-07-01 1
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 4
Number of participants with account balances 2012-07-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 3
Number of retired or separated participants receiving benefits 2011-07-01 1
Total of all active and inactive participants 2011-07-01 4
Total participants 2011-07-01 4
2010: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 3
Number of other retired or separated participants entitled to future benefits 2010-07-01 1
Total of all active and inactive participants 2010-07-01 4
Total participants 2010-07-01 4
2009: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 3
Number of other retired or separated participants entitled to future benefits 2009-07-01 1
Total of all active and inactive participants 2009-07-01 4
Total participants 2009-07-01 4
Number of participants with account balances 2009-07-01 4

Measure	Date	Value
2014: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	0
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	0
Number of participants with account balances	2014-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	3
Number of retired or separated participants receiving benefits	2013-07-01	1
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	4
Number of participants with account balances	2013-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	3
Number of retired or separated participants receiving benefits	2012-07-01	1
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	4
Number of participants with account balances	2012-07-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	3
Number of retired or separated participants receiving benefits	2011-07-01	1
Total of all active and inactive participants	2011-07-01	4
Total participants	2011-07-01	4
2010: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	3
Number of other retired or separated participants entitled to future benefits	2010-07-01	1
Total of all active and inactive participants	2010-07-01	4
Total participants	2010-07-01	4
2009: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	3
Number of other retired or separated participants entitled to future benefits	2009-07-01	1
Total of all active and inactive participants	2009-07-01	4
Total participants	2009-07-01	4
Number of participants with account balances	2009-07-01	4

Financial Data on PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN

Measure	Date	Value
2015 : PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-06-30	$48,338
Total income from all sources	2015-06-30	$-238,364
Expenses. Total of all expenses incurred	2015-06-30	$2,091,516
Benefits paid (including direct rollovers)	2015-06-30	$2,091,516
Total plan assets at end of year	2015-06-30	$0
Total plan assets at beginning of year	2015-06-30	$2,378,218
Other income received	2015-06-30	$-238,364
Net income (gross income less expenses)	2015-06-30	$-2,329,880
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$2,329,880
2014 : PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-06-30	$48,338
Total plan liabilities at beginning of year	2014-06-30	$85,357
Total income from all sources	2014-06-30	$575,931
Expenses. Total of all expenses incurred	2014-06-30	$194,794
Benefits paid (including direct rollovers)	2014-06-30	$194,794
Total plan assets at end of year	2014-06-30	$2,378,218
Total plan assets at beginning of year	2014-06-30	$2,034,100
Other income received	2014-06-30	$564,220
Net income (gross income less expenses)	2014-06-30	$381,137
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$2,329,880
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$1,948,743
Assets. Value of participant loans	2014-06-30	$21,600
Assets. Value of real-estate (other than employer real property)	2014-06-30	$66,000
Total contributions received or receivable from employer(s)	2014-06-30	$11,711
2013 : PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-06-30	$85,357
Total plan liabilities at beginning of year	2013-06-30	$151,979
Total income from all sources	2013-06-30	$-183,354
Total plan assets at end of year	2013-06-30	$2,034,100
Total plan assets at beginning of year	2013-06-30	$2,284,076
Other income received	2013-06-30	$-196,001
Net income (gross income less expenses)	2013-06-30	$-183,354
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$1,948,743
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$2,132,097
Assets. Value of participant loans	2013-06-30	$20,700
Assets. Value of real-estate (other than employer real property)	2013-06-30	$66,000
Total contributions received or receivable from employer(s)	2013-06-30	$12,647
2012 : PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-06-30	$151,979
Total plan liabilities at beginning of year	2012-06-30	$424,712
Total income from all sources	2012-06-30	$-644,672
Total plan assets at end of year	2012-06-30	$2,284,076
Total plan assets at beginning of year	2012-06-30	$3,201,481
Other income received	2012-06-30	$-657,103
Net income (gross income less expenses)	2012-06-30	$-644,672
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$2,132,097
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$2,776,769
Assets. Value of participant loans	2012-06-30	$19,800
Assets. Value of real-estate (other than employer real property)	2012-06-30	$152,500
Total contributions received or receivable from employer(s)	2012-06-30	$12,431
2011 : PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-06-30	$424,712
Total plan liabilities at beginning of year	2011-06-30	$291,371
Total income from all sources	2011-06-30	$775,979
Total plan assets at end of year	2011-06-30	$3,201,481
Total plan assets at beginning of year	2011-06-30	$2,292,161
Other income received	2011-06-30	$763,566
Net income (gross income less expenses)	2011-06-30	$775,979
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$2,776,769
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$2,000,790
Assets. Value of participant loans	2011-06-30	$18,000
Assets. Value of real-estate (other than employer real property)	2011-06-30	$152,500
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-06-30	$5,033
Total contributions received or receivable from employer(s)	2011-06-30	$12,413

Form 5500 Responses for PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN

2014: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	This submission is the final filing	Yes
2014-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	Yes
2013-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: PORTER & ASSOCIATES, DDS, PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PORTER & ASSOCIATES, DDS, PC
Employer identification number (EIN):	382115153
NAIC Classification:	621210
NAIC Description:	Offices of Dentists