JOHN PORTMAN & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN PORTMAN & ASSOCIATES, INC. 401(K) PLAN
401k plan membership statisitcs for JOHN PORTMAN & ASSOCIATES, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: JOHN PORTMAN & ASSOCIATES, INC. 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-13 | 61 |
| Total number of particpants at end of year | 2025-10-13 | 47 |
| Number of Participants With Account Balances | 2025-10-13 | 45 |
| 2024: JOHN PORTMAN & ASSOCIATES, INC. 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-02 | 63 |
| Total number of particpants at end of year | 2024-07-02 | 61 |
| Number of Participants With Account Balances | 2024-07-02 | 57 |
| 2022: JOHN PORTMAN & ASSOCIATES, INC. 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-10-12 | 69 |
| Total number of particpants at end of year | 2022-10-12 | 77 |
| Number of Participants With Account Balances | 2022-10-12 | 69 |
| 2015: JOHN PORTMAN & ASSOCIATES, INC. 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 62 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 24 |
| Total of all active and inactive participants | 2015-01-01 | 86 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 86 |
| Number of participants with account balances | 2015-01-01 | 75 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : JOHN PORTMAN & ASSOCIATES, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-13 | 4724499 |
| Net assets as of the end of the plan year | 2025-10-13 | 8846632 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 12314585 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 5000000 |
| Participant contributions to plan in this plan year | 2025-10-13 | 15305 |
| Other income to plan in this plan year | 2025-10-13 | 1230775 |
| Plan net income in this plan year | 2025-10-13 | -3467953 |
| Net assets as of the end of the plan year | 2025-10-13 | 8846632 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 12314585 |
| Employer contributions to plan in this plan year | 2025-10-13 | 10466 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 8614 |
| 2024 : JOHN PORTMAN & ASSOCIATES, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-02 | 967061 |
| Net assets as of the end of the plan year | 2024-07-02 | 12314585 |
| Total assets as of the beginning of the plan year | 2024-07-02 | 11080557 |
| Value of plan covered by a fidelity bond | 2024-07-02 | 5000000 |
| Participant contributions to plan in this plan year | 2024-07-02 | 266351 |
| Other income to plan in this plan year | 2024-07-02 | 1826972 |
| Plan net income in this plan year | 2024-07-02 | 1234028 |
| Net assets as of the end of the plan year | 2024-07-02 | 12314585 |
| Net assets as of the beginning of the plan year | 2024-07-02 | 11080557 |
| Employer contributions to plan in this plan year | 2024-07-02 | 107766 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-02 | 10358 |
| 2022 : JOHN PORTMAN & ASSOCIATES, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-12 | 742776 |
| Net assets as of the end of the plan year | 2022-10-12 | 15527746 |
| Total assets as of the beginning of the plan year | 2022-10-12 | 13851420 |
| Value of plan covered by a fidelity bond | 2022-10-12 | 5000000 |
| Participant contributions to plan in this plan year | 2022-10-12 | 288170 |
| Value of participant loans at end of plan year | 2022-10-12 | 6955 |
| Other income to plan in this plan year | 2022-10-12 | 1990647 |
| Plan net income in this plan year | 2022-10-12 | 1676326 |
| Net assets as of the end of the plan year | 2022-10-12 | 15527746 |
| Net assets as of the beginning of the plan year | 2022-10-12 | 13851420 |
| Employer contributions to plan in this plan year | 2022-10-12 | 140285 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-12 | 14831 |
| 2015 : JOHN PORTMAN & ASSOCIATES, INC. 401(K) PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $10,744,679 |
| Total income from all sources | 2015-12-31 | $771,011 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $330,605 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $320,154 |
| Total plan assets at end of year | 2015-12-31 | $11,185,085 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Value of fidelity bond covering the plan | 2015-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $441,847 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $10,451 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $158,329 |
| Other income received | 2015-12-31 | $-44,715 |
| Net income (gross income less expenses) | 2015-12-31 | $440,406 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $11,185,085 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Assets. Value of participant loans | 2015-12-31 | $7,934 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $215,550 |
