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PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PORTER-STARKE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PORTER-STARKE SERVICES, INC.
Employer identification number (EIN):351330771
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01MARY IDSTEIN
0012016-07-01MARY IDSTEIN
0012015-07-01MARY IDSTEIN
0012014-07-01MARY IDSTEIN
0012013-07-01MARY IDSTEIN
0012012-07-01MARY IDSTEIN
0012011-07-01MARY IDSTEIN
0012009-07-01MARY IDSTEIN

Plan Statistics for PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01372
Total number of active participants reported on line 7a of the Form 55002021-07-01306
Number of retired or separated participants receiving benefits2021-07-016
Number of other retired or separated participants entitled to future benefits2021-07-0190
Total of all active and inactive participants2021-07-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01403
Number of participants with account balances2021-07-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0113
2020: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01388
Total number of active participants reported on line 7a of the Form 55002020-07-01284
Number of retired or separated participants receiving benefits2020-07-017
Number of other retired or separated participants entitled to future benefits2020-07-0178
Total of all active and inactive participants2020-07-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01369
Number of participants with account balances2020-07-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0120
2019: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01350
Total number of active participants reported on line 7a of the Form 55002019-07-01271
Number of retired or separated participants receiving benefits2019-07-013
Number of other retired or separated participants entitled to future benefits2019-07-01103
Total of all active and inactive participants2019-07-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01377
Number of participants with account balances2019-07-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0122
2018: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01320
Total number of active participants reported on line 7a of the Form 55002018-07-01246
Number of retired or separated participants receiving benefits2018-07-017
Number of other retired or separated participants entitled to future benefits2018-07-0197
Total of all active and inactive participants2018-07-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01350
Number of participants with account balances2018-07-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0112
2017: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01303
Total number of active participants reported on line 7a of the Form 55002017-07-01232
Number of retired or separated participants receiving benefits2017-07-0119
Number of other retired or separated participants entitled to future benefits2017-07-0162
Total of all active and inactive participants2017-07-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01313
Number of participants with account balances2017-07-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0118
2016: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01220
Total number of active participants reported on line 7a of the Form 55002016-07-01239
Number of retired or separated participants receiving benefits2016-07-0111
Number of other retired or separated participants entitled to future benefits2016-07-0142
Total of all active and inactive participants2016-07-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01293
Number of participants with account balances2016-07-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0115
2015: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01220
Total number of active participants reported on line 7a of the Form 55002015-07-01153
Number of retired or separated participants receiving benefits2015-07-019
Number of other retired or separated participants entitled to future benefits2015-07-0138
Total of all active and inactive participants2015-07-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01200
Number of participants with account balances2015-07-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0114
2014: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01187
Total number of active participants reported on line 7a of the Form 55002014-07-01159
Number of retired or separated participants receiving benefits2014-07-013
Number of other retired or separated participants entitled to future benefits2014-07-0137
Total of all active and inactive participants2014-07-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01199
Number of participants with account balances2014-07-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-014
2013: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01203
Total number of active participants reported on line 7a of the Form 55002013-07-01147
Number of retired or separated participants receiving benefits2013-07-017
Number of other retired or separated participants entitled to future benefits2013-07-0133
Total of all active and inactive participants2013-07-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01187
Number of participants with account balances2013-07-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-018
2012: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01205
Total number of active participants reported on line 7a of the Form 55002012-07-01149
Number of retired or separated participants receiving benefits2012-07-016
Number of other retired or separated participants entitled to future benefits2012-07-0133
Total of all active and inactive participants2012-07-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01188
Number of participants with account balances2012-07-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0112
2011: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01204
Total number of active participants reported on line 7a of the Form 55002011-07-01153
Number of retired or separated participants receiving benefits2011-07-019
Number of other retired or separated participants entitled to future benefits2011-07-0131
Total of all active and inactive participants2011-07-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01193
Number of participants with account balances2011-07-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0117
2009: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01226
Total number of active participants reported on line 7a of the Form 55002009-07-01170
Number of retired or separated participants receiving benefits2009-07-014
Number of other retired or separated participants entitled to future benefits2009-07-0125
Total of all active and inactive participants2009-07-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01199
Number of participants with account balances2009-07-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0115

Financial Data on PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$76,721
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,074,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$927,156
Value of total corrective distributions2022-06-30$6,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,601,667
Value of total assets at end of year2022-06-30$15,268,485
Value of total assets at beginning of year2022-06-30$16,266,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$140,332
Total interest from all sources2022-06-30$5,705
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$919,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$919,899
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,098,809
Participant contributions at end of year2022-06-30$102,653
Participant contributions at beginning of year2022-06-30$111,297
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$50,995
Total non interest bearing cash at end of year2022-06-30$0
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-997,742
Value of net assets at end of year (total assets less liabilities)2022-06-30$15,268,485
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$16,266,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$71,893
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$11,644,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$12,268,227
Interest on participant loans2022-06-30$5,705
Value of interest in common/collective trusts at end of year2022-06-30$3,520,912
Value of interest in common/collective trusts at beginning of year2022-06-30$3,886,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,524,117
Net investment gain or loss from common/collective trusts2022-06-30$73,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$451,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$927,156
Contract administrator fees2022-06-30$68,439
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BLUE & CO., LLC
Accountancy firm EIN2022-06-30351178661
2021 : PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$4,782,000
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,836,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,714,711
Value of total corrective distributions2021-06-30$16,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,388,333
Value of total assets at end of year2021-06-30$16,266,227
Value of total assets at beginning of year2021-06-30$13,320,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$105,235
Total interest from all sources2021-06-30$5,772
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$948,422
Participant contributions at end of year2021-06-30$111,297
Participant contributions at beginning of year2021-06-30$102,353
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$35,602
Total non interest bearing cash at end of year2021-06-30$0
Total non interest bearing cash at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,945,639
Value of net assets at end of year (total assets less liabilities)2021-06-30$16,266,227
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$13,320,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$49,982
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$12,268,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$10,554,231
Interest on participant loans2021-06-30$5,772
Value of interest in common/collective trusts at end of year2021-06-30$3,886,703
Value of interest in common/collective trusts at beginning of year2021-06-30$2,664,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$3,320,614
Net investment gain or loss from common/collective trusts2021-06-30$67,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$404,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,714,711
Contract administrator fees2021-06-30$55,253
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BLUE & CO., LLC
Accountancy firm EIN2021-06-30351178661
2020 : PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,735,326
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,025,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$919,462
Value of total corrective distributions2020-06-30$10,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,331,640
Value of total assets at end of year2020-06-30$13,320,588
Value of total assets at beginning of year2020-06-30$12,611,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$95,787
Total interest from all sources2020-06-30$5,534
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$803,175
Participant contributions at end of year2020-06-30$102,353
Participant contributions at beginning of year2020-06-30$109,918
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$89,024
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$709,470
Value of net assets at end of year (total assets less liabilities)2020-06-30$13,320,588
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$12,611,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$44,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$10,554,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$10,112,662
Interest on participant loans2020-06-30$5,534
Value of interest in common/collective trusts at end of year2020-06-30$2,664,004
Value of interest in common/collective trusts at beginning of year2020-06-30$2,388,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$334,838
Net investment gain or loss from common/collective trusts2020-06-30$63,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$439,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$919,462
Contract administrator fees2020-06-30$51,187
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BLUE & CO., LLC
Accountancy firm EIN2020-06-30351178661
2019 : PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,909,888
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$758,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$662,500
Value of total corrective distributions2019-06-30$5,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,130,381
Value of total assets at end of year2019-06-30$12,611,118
Value of total assets at beginning of year2019-06-30$11,459,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$90,205
Total interest from all sources2019-06-30$4,919
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$727,085
Participant contributions at end of year2019-06-30$109,918
Participant contributions at beginning of year2019-06-30$108,667
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$50,320
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$1,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,151,554
Value of net assets at end of year (total assets less liabilities)2019-06-30$12,611,118
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$11,459,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$10,112,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$9,090,760
Interest on participant loans2019-06-30$4,919
Value of interest in common/collective trusts at end of year2019-06-30$2,388,538
Value of interest in common/collective trusts at beginning of year2019-06-30$2,258,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$717,230
Net investment gain or loss from common/collective trusts2019-06-30$57,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$352,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$662,500
Contract administrator fees2019-06-30$90,205
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BLUE & CO., LLC
Accountancy firm EIN2019-06-30351178661
2018 : PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,689,964
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$898,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$800,471
Value of total corrective distributions2018-06-30$4,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$981,251
Value of total assets at end of year2018-06-30$11,459,564
Value of total assets at beginning of year2018-06-30$10,667,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$93,194
Total interest from all sources2018-06-30$5,264
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$645,356
Participant contributions at end of year2018-06-30$108,667
Participant contributions at beginning of year2018-06-30$107,238
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$3,619
Total non interest bearing cash at end of year2018-06-30$1,266
Total non interest bearing cash at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$791,669
Value of net assets at end of year (total assets less liabilities)2018-06-30$11,459,564
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$10,667,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$9,090,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$8,599,826
Interest on participant loans2018-06-30$5,264
Value of interest in common/collective trusts at end of year2018-06-30$2,258,871
Value of interest in common/collective trusts at beginning of year2018-06-30$1,960,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$654,500
Net investment gain or loss from common/collective trusts2018-06-30$48,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$332,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$800,471
Contract administrator fees2018-06-30$93,194
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BLUE & CO., LLC
Accountancy firm EIN2018-06-30351178661
2017 : PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,917,914
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$812,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$725,834
Value of total corrective distributions2017-06-30$2,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$816,528
Value of total assets at end of year2017-06-30$10,667,895
Value of total assets at beginning of year2017-06-30$9,562,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$83,976
Total interest from all sources2017-06-30$4,121
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$505,817
Participant contributions at end of year2017-06-30$107,238
Participant contributions at beginning of year2017-06-30$88,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,105,213
Value of net assets at end of year (total assets less liabilities)2017-06-30$10,667,895
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$9,562,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$8,599,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$7,666,156
Interest on participant loans2017-06-30$4,121
Value of interest in common/collective trusts at end of year2017-06-30$1,960,831
Value of interest in common/collective trusts at beginning of year2017-06-30$1,807,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,054,846
Net investment gain or loss from common/collective trusts2017-06-30$42,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$310,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$725,834
Contract administrator fees2017-06-30$83,976
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BLUE & CO., LLC
Accountancy firm EIN2017-06-30351178661
2016 : PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,075,977
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$697,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$598,242
Value of total corrective distributions2016-06-30$15,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$856,075
Value of total assets at end of year2016-06-30$9,562,682
Value of total assets at beginning of year2016-06-30$9,183,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$83,353
Total interest from all sources2016-06-30$3,330
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$83,353
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$525,424
Participant contributions at end of year2016-06-30$88,898
Participant contributions at beginning of year2016-06-30$84,715
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$378,892
Value of net assets at end of year (total assets less liabilities)2016-06-30$9,562,682
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$9,183,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$7,666,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$7,371,592
Interest on participant loans2016-06-30$3,330
Value of interest in common/collective trusts at end of year2016-06-30$1,807,628
Value of interest in common/collective trusts at beginning of year2016-06-30$1,727,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$174,375
Net investment gain or loss from common/collective trusts2016-06-30$42,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$330,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$598,242
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BLUE & CO., LLC
Accountancy firm EIN2016-06-30351178661
2015 : PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,125
Total income from all sources (including contributions)2015-06-30$1,089,291
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$452,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$350,319
Value of total corrective distributions2015-06-30$25,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$828,985
Value of total assets at end of year2015-06-30$9,183,790
Value of total assets at beginning of year2015-06-30$8,548,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$77,155
Total interest from all sources2015-06-30$4,299
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$77,155
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$504,619
Participant contributions at end of year2015-06-30$84,715
Participant contributions at beginning of year2015-06-30$112,163
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$14,546
Total non interest bearing cash at end of year2015-06-30$0
Total non interest bearing cash at beginning of year2015-06-30$1,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$636,523
Value of net assets at end of year (total assets less liabilities)2015-06-30$9,183,790
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$8,547,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$7,371,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$6,848,190
Interest on participant loans2015-06-30$4,299
Value of interest in common/collective trusts at end of year2015-06-30$1,727,483
Value of interest in common/collective trusts at beginning of year2015-06-30$1,586,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$215,579
Net investment gain or loss from common/collective trusts2015-06-30$40,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$309,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$350,319
Liabilities. Value of benefit claims payable at end of year2015-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$1,125
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BLUE & CO., LLC
Accountancy firm EIN2015-06-30351178661
2014 : PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$1,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,917,764
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$717,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$643,043
Value of total corrective distributions2014-06-30$1,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$785,410
Value of total assets at end of year2014-06-30$8,548,392
Value of total assets at beginning of year2014-06-30$7,346,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$72,651
Total interest from all sources2014-06-30$5,139
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$72,651
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$499,251
Participant contributions at end of year2014-06-30$112,163
Participant contributions at beginning of year2014-06-30$130,395
Total non interest bearing cash at end of year2014-06-30$1,125
Total non interest bearing cash at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,200,634
Value of net assets at end of year (total assets less liabilities)2014-06-30$8,547,267
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,346,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$6,848,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$5,797,376
Interest on participant loans2014-06-30$5,139
Value of interest in common/collective trusts at end of year2014-06-30$1,586,914
Value of interest in common/collective trusts at beginning of year2014-06-30$1,418,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,093,106
Net investment gain or loss from common/collective trusts2014-06-30$34,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$286,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$643,043
Liabilities. Value of benefit claims payable at end of year2014-06-30$1,125
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BLUE & CO., LLC
Accountancy firm EIN2014-06-30351178661
2013 : PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$121,071
Total income from all sources (including contributions)2013-06-30$1,564,797
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$538,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$471,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$749,140
Value of total assets at end of year2013-06-30$7,346,633
Value of total assets at beginning of year2013-06-30$6,441,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$67,114
Total interest from all sources2013-06-30$5,687
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$470,102
Participant contributions at end of year2013-06-30$130,395
Participant contributions at beginning of year2013-06-30$126,111
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$16,054
Total non interest bearing cash at end of year2013-06-30$0
Total non interest bearing cash at beginning of year2013-06-30$121,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,026,264
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,346,633
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,320,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$25,922
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$5,797,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$5,004,461
Interest on participant loans2013-06-30$5,687
Value of interest in common/collective trusts at end of year2013-06-30$1,418,862
Value of interest in common/collective trusts at beginning of year2013-06-30$1,189,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$776,932
Net investment gain or loss from common/collective trusts2013-06-30$33,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$262,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$471,419
Contract administrator fees2013-06-30$41,192
Liabilities. Value of benefit claims payable at end of year2013-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$121,071
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BLUE & CO., LLC
Accountancy firm EIN2013-06-30351178661
2012 : PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$121,071
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$75
Total income from all sources (including contributions)2012-06-30$723,650
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$437,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$364,846
Value of total corrective distributions2012-06-30$10,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$780,432
Value of total assets at end of year2012-06-30$6,441,440
Value of total assets at beginning of year2012-06-30$6,034,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$62,456
Total interest from all sources2012-06-30$5,266
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$435,197
Participant contributions at end of year2012-06-30$126,111
Participant contributions at beginning of year2012-06-30$103,225
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$91,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$75
Total non interest bearing cash at end of year2012-06-30$121,071
Total non interest bearing cash at beginning of year2012-06-30$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$286,171
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,320,369
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,034,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$24,815
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$5,004,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$4,898,974
Interest on participant loans2012-06-30$5,266
Value of interest in common/collective trusts at end of year2012-06-30$1,189,797
Value of interest in common/collective trusts at beginning of year2012-06-30$1,031,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-95,720
Net investment gain or loss from common/collective trusts2012-06-30$33,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$253,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$364,846
Contract administrator fees2012-06-30$37,641
Liabilities. Value of benefit claims payable at end of year2012-06-30$121,071
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BLUE & CO., LLC
Accountancy firm EIN2012-06-30351178661
2011 : PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$75
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,686,514
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$253,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$196,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$668,471
Value of total assets at end of year2011-06-30$6,034,273
Value of total assets at beginning of year2011-06-30$4,600,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$56,589
Total interest from all sources2011-06-30$5,553
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$393,868
Participant contributions at end of year2011-06-30$103,225
Participant contributions at beginning of year2011-06-30$115,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$75
Total non interest bearing cash at end of year2011-06-30$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,433,392
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,034,198
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,600,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$25,334
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$4,898,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,638,540
Interest on participant loans2011-06-30$5,553
Value of interest in common/collective trusts at end of year2011-06-30$1,031,999
Value of interest in common/collective trusts at beginning of year2011-06-30$847,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$984,818
Net investment gain or loss from common/collective trusts2011-06-30$27,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$274,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$196,533
Contract administrator fees2011-06-30$31,255
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BLUE & CO., LLC
Accountancy firm EIN2011-06-30351178661
2010 : PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN

2021: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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