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

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

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

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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, INC. has sponsored the creation of one or more 401k plans.

Company Name:PORTER, INC.
Employer identification number (EIN):351372361
NAIC Classification:336610

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORTER, 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
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01LAURA LAHR
0012015-07-01LAURA LAHR
0012014-07-01LAURA LAHR
0012013-07-01TED J. PORTER TED J. PORTER2015-03-25
0012012-07-01TED J. PORTER TED J. PORTER2014-01-28
0012011-07-01TED J. PORTER TED J. PORTER2013-03-21
0012010-07-01TED J. PORTER TED J. PORTER2012-04-13
0012009-07-01PATRICIA BRAUN
0012009-07-01PATRICIA BRAUN TED J. PORTER2011-04-14

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

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

Measure Date Value
2021: PORTER, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01406
Total number of active participants reported on line 7a of the Form 55002021-07-01358
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0156
Total of all active and inactive participants2021-07-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01415
Number of participants with account balances2021-07-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: PORTER, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01460
Total number of active participants reported on line 7a of the Form 55002020-07-01322
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0155
Total of all active and inactive participants2020-07-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01378
Number of participants with account balances2020-07-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0112
2019: PORTER, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01476
Total number of active participants reported on line 7a of the Form 55002019-07-01355
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01105
Total of all active and inactive participants2019-07-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01460
Number of participants with account balances2019-07-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-011
2018: PORTER, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01473
Total number of active participants reported on line 7a of the Form 55002018-07-01380
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0195
Total of all active and inactive participants2018-07-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01476
Number of participants with account balances2018-07-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: PORTER, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01498
Total number of active participants reported on line 7a of the Form 55002017-07-01387
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0181
Total of all active and inactive participants2017-07-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01469
Number of participants with account balances2017-07-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-015
2016: PORTER, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01502
Total number of active participants reported on line 7a of the Form 55002016-07-01429
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0148
Total of all active and inactive participants2016-07-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01477
Number of participants with account balances2016-07-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-013
2015: PORTER, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01451
Total number of active participants reported on line 7a of the Form 55002015-07-01425
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0155
Total of all active and inactive participants2015-07-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01480
Number of participants with account balances2015-07-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011
2014: PORTER, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01354
Total number of active participants reported on line 7a of the Form 55002014-07-01383
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0165
Total of all active and inactive participants2014-07-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-013
Total participants2014-07-01451
Number of participants with account balances2014-07-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: PORTER, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01343
Total number of active participants reported on line 7a of the Form 55002013-07-01276
Number of retired or separated participants receiving benefits2013-07-012
Number of other retired or separated participants entitled to future benefits2013-07-0168
Total of all active and inactive participants2013-07-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01346
Number of participants with account balances2013-07-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-014
2012: PORTER, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01315
Total number of active participants reported on line 7a of the Form 55002012-07-01255
Number of retired or separated participants receiving benefits2012-07-013
Number of other retired or separated participants entitled to future benefits2012-07-0169
Total of all active and inactive participants2012-07-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01327
Number of participants with account balances2012-07-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: PORTER, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01323
Total number of active participants reported on line 7a of the Form 55002011-07-01229
Number of retired or separated participants receiving benefits2011-07-014
Number of other retired or separated participants entitled to future benefits2011-07-0173
Total of all active and inactive participants2011-07-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01306
Number of participants with account balances2011-07-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: PORTER, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01345
Total number of active participants reported on line 7a of the Form 55002010-07-01203
Number of retired or separated participants receiving benefits2010-07-015
Number of other retired or separated participants entitled to future benefits2010-07-0197
Total of all active and inactive participants2010-07-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-012
Total participants2010-07-01307
Number of participants with account balances2010-07-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: PORTER, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01383
Total number of active participants reported on line 7a of the Form 55002009-07-01198
Number of retired or separated participants receiving benefits2009-07-014
Number of other retired or separated participants entitled to future benefits2009-07-01147
Total of all active and inactive participants2009-07-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01350
Number of participants with account balances2009-07-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

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

Measure Date Value
2022 : PORTER, 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$0
Total income from all sources (including contributions)2022-06-30$-3,079,343
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$3,560,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$3,480,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,819,260
Value of total assets at end of year2022-06-30$41,540,518
Value of total assets at beginning of year2022-06-30$48,180,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$80,051
Total interest from all sources2022-06-30$20,744
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$454,819
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$454,819
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,979,724
Participant contributions at end of year2022-06-30$353,081
Participant contributions at beginning of year2022-06-30$357,640
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$79,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-6,640,054
Value of net assets at end of year (total assets less liabilities)2022-06-30$41,540,518
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$48,180,572
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$10,795
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$32,389,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$38,299,750
Interest on participant loans2022-06-30$20,732
Value of interest in common/collective trusts at end of year2022-06-30$8,792,027
Value of interest in common/collective trusts at beginning of year2022-06-30$9,517,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$5,768
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$5,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$5,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-6,497,936
Net investment gain or loss from common/collective trusts2022-06-30$123,770
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$760,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$3,480,660
Contract administrator fees2022-06-30$69,256
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30Yes
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 plan2022-06-30Disclaimer
Accountancy firm name2022-06-30CROWE LLP
Accountancy firm EIN2022-06-30350921680
2021 : PORTER, 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$12,790,018
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,810,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,758,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,504,652
Value of total assets at end of year2021-06-30$48,180,572
Value of total assets at beginning of year2021-06-30$37,200,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$51,638
Total interest from all sources2021-06-30$22,437
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$376,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$376,292
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30Yes
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$1,753,205
Participant contributions at end of year2021-06-30$357,640
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$58,568
Total non interest bearing cash at end of year2021-06-30$0
Total non interest bearing cash at beginning of year2021-06-30$9,900,059
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$10,979,632
Value of net assets at end of year (total assets less liabilities)2021-06-30$48,180,572
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$37,200,940
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$6,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$38,299,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$20,864,730
Interest on participant loans2021-06-30$22,433
Value of interest in common/collective trusts at end of year2021-06-30$9,517,380
Value of interest in common/collective trusts at beginning of year2021-06-30$6,321,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$5,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$114,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$114,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$9,761,238
Net investment gain or loss from common/collective trusts2021-06-30$125,399
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$692,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,758,748
Contract administrator fees2021-06-30$45,198
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30Yes
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 plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CROWE LLP
Accountancy firm EIN2021-06-30350921680
2020 : PORTER, 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$5,074,547
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$2,090,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,945,652
Expenses. Certain deemed distributions of participant loans2020-06-30$-8,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,600,882
Value of total assets at end of year2020-06-30$37,200,940
Value of total assets at beginning of year2020-06-30$34,216,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$153,654
Total interest from all sources2020-06-30$24,357
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$173,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$173,646
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,151,486
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$353,359
Participant contributions at beginning of year2020-06-30$28,620
Other income not declared elsewhere2020-06-30$-12
Administrative expenses (other) incurred2020-06-30$153,654
Total non interest bearing cash at end of year2020-06-30$9,900,059
Total non interest bearing cash at beginning of year2020-06-30$190
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$2,984,104
Value of net assets at end of year (total assets less liabilities)2020-06-30$37,200,940
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$34,216,836
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$20,864,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$20,377,270
Interest on participant loans2020-06-30$22,273
Value of interest in common/collective trusts at end of year2020-06-30$6,321,497
Value of interest in common/collective trusts at beginning of year2020-06-30$13,328,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$114,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$118,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$118,474
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$2,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$2,815,913
Net investment gain or loss from common/collective trusts2020-06-30$459,761
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$449,396
Employer contributions (assets) at beginning of year2020-06-30$10,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,945,652
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30Yes
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 name2020-06-30CROWE LLP
Accountancy firm EIN2020-06-30350921680
2019 : PORTER, 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$4,146,903
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$2,905,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,768,415
Expenses. Certain deemed distributions of participant loans2019-06-30$842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,860,862
Value of total assets at end of year2019-06-30$34,216,836
Value of total assets at beginning of year2019-06-30$32,975,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$136,023
Total interest from all sources2019-06-30$23,382
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$145,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$145,195
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
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$1,333,997
Participant contributions at end of year2019-06-30$353,359
Participant contributions at beginning of year2019-06-30$358,565
Participant contributions at end of year2019-06-30$28,620
Other income not declared elsewhere2019-06-30$232
Administrative expenses (other) incurred2019-06-30$136,023
Total non interest bearing cash at end of year2019-06-30$190
Total non interest bearing cash at beginning of year2019-06-30$198
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$1,241,623
Value of net assets at end of year (total assets less liabilities)2019-06-30$34,216,836
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$32,975,213
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$20,377,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$19,098,347
Interest on participant loans2019-06-30$20,887
Value of interest in common/collective trusts at end of year2019-06-30$13,328,594
Value of interest in common/collective trusts at beginning of year2019-06-30$13,408,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$118,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$110,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$110,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$2,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$1,475,367
Net investment gain or loss from common/collective trusts2019-06-30$641,865
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$526,865
Employer contributions (assets) at end of year2019-06-30$10,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,768,415
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
Aggregate proceeds on sale of assets2019-06-30$44,424
Aggregate carrying amount (costs) on sale of assets2019-06-30$44,424
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 name2019-06-30CROWE LLP
Accountancy firm EIN2019-06-30350921680
2018 : PORTER, 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$5,333,214
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,875,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,740,129
Expenses. Certain deemed distributions of participant loans2018-06-30$-2,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,727,170
Value of total assets at end of year2018-06-30$32,975,213
Value of total assets at beginning of year2018-06-30$29,517,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$137,053
Total interest from all sources2018-06-30$21,215
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$129,563
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$129,563
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
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$1,233,406
Participant contributions at end of year2018-06-30$358,565
Participant contributions at beginning of year2018-06-30$346,118
Participant contributions at beginning of year2018-06-30$37,926
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$5,998
Other income not declared elsewhere2018-06-30$-10
Administrative expenses (other) incurred2018-06-30$137,053
Total non interest bearing cash at end of year2018-06-30$198
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$3,458,113
Value of net assets at end of year (total assets less liabilities)2018-06-30$32,975,213
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$29,517,100
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$19,098,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$23,324,519
Income. Interest from loans (other than to participants)2018-06-30$20,210
Value of interest in common/collective trusts at end of year2018-06-30$13,408,052
Value of interest in common/collective trusts at beginning of year2018-06-30$5,794,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$110,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$1,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$2,901,881
Net investment gain or loss from common/collective trusts2018-06-30$553,395
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$487,766
Employer contributions (assets) at beginning of year2018-06-30$14,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,740,129
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
Aggregate proceeds on sale of assets2018-06-30$5,241
Aggregate carrying amount (costs) on sale of assets2018-06-30$5,241
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 name2018-06-30CROWE LLP
Accountancy firm EIN2018-06-30350921680
2017 : PORTER, 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$5,027,703
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,085,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$986,872
Expenses. Certain deemed distributions of participant loans2017-06-30$4,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,503,771
Value of total assets at end of year2017-06-30$29,517,100
Value of total assets at beginning of year2017-06-30$25,574,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$94,063
Total interest from all sources2017-06-30$19,174
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$201,218
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$201,218
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
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$1,073,129
Participant contributions at end of year2017-06-30$346,118
Participant contributions at beginning of year2017-06-30$374,477
Participant contributions at end of year2017-06-30$37,926
Participant contributions at beginning of year2017-06-30$21,707
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$11,637
Other income not declared elsewhere2017-06-30$21
Administrative expenses (other) incurred2017-06-30$94,063
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$3,942,485
Value of net assets at end of year (total assets less liabilities)2017-06-30$29,517,100
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$25,574,615
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$23,324,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$21,168,950
Interest on participant loans2017-06-30$19,174
Value of interest in common/collective trusts at end of year2017-06-30$5,794,036
Value of interest in common/collective trusts at beginning of year2017-06-30$4,004,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$3,198,479
Net investment gain or loss from common/collective trusts2017-06-30$105,040
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$419,005
Employer contributions (assets) at end of year2017-06-30$14,501
Employer contributions (assets) at beginning of year2017-06-30$5,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$986,872
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 name2017-06-30BADEN GAGE & SCHROEDER
Accountancy firm EIN2017-06-30351939627
2016 : PORTER, 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$1,077,111
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$508,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$433,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,055,060
Value of total assets at end of year2016-06-30$25,574,615
Value of total assets at beginning of year2016-06-30$25,006,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$74,715
Total interest from all sources2016-06-30$21,132
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$206,093
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$206,093
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
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$827,940
Participant contributions at end of year2016-06-30$374,477
Participant contributions at beginning of year2016-06-30$392,621
Participant contributions at end of year2016-06-30$21,707
Participant contributions at beginning of year2016-06-30$17,843
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$27,649
Administrative expenses (other) incurred2016-06-30$74,715
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$568,513
Value of net assets at end of year (total assets less liabilities)2016-06-30$25,574,615
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$25,006,102
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$21,168,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$21,513,799
Interest on participant loans2016-06-30$21,132
Value of interest in common/collective trusts at end of year2016-06-30$4,004,139
Value of interest in common/collective trusts at beginning of year2016-06-30$3,077,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-244,391
Net investment gain or loss from common/collective trusts2016-06-30$39,217
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$199,471
Employer contributions (assets) at end of year2016-06-30$5,342
Employer contributions (assets) at beginning of year2016-06-30$4,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$433,883
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 name2016-06-30BADEN GAGE & SCHROEDER
Accountancy firm EIN2016-06-30351939627
2015 : PORTER, 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$0
Total income from all sources (including contributions)2015-06-30$2,291,522
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,158,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,088,459
Expenses. Certain deemed distributions of participant loans2015-06-30$5,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$853,791
Value of total assets at end of year2015-06-30$25,006,102
Value of total assets at beginning of year2015-06-30$23,872,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$63,997
Total interest from all sources2015-06-30$13,758
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$1,050,873
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$1,050,873
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
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$678,899
Participant contributions at end of year2015-06-30$392,621
Participant contributions at beginning of year2015-06-30$255,978
Participant contributions at end of year2015-06-30$17,843
Participant contributions at beginning of year2015-06-30$15,313
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$12,805
Other income not declared elsewhere2015-06-30$-16
Administrative expenses (other) incurred2015-06-30$63,997
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$1,133,248
Value of net assets at end of year (total assets less liabilities)2015-06-30$25,006,102
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$23,872,854
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$21,513,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$20,045,949
Interest on participant loans2015-06-30$13,758
Value of interest in common/collective trusts at end of year2015-06-30$3,077,558
Value of interest in common/collective trusts at beginning of year2015-06-30$3,553,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$331,840
Net investment gain or loss from common/collective trusts2015-06-30$41,276
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$162,087
Employer contributions (assets) at end of year2015-06-30$4,281
Employer contributions (assets) at beginning of year2015-06-30$2,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,088,459
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 name2015-06-30BADEN GAGE & SCHROEDER
Accountancy firm EIN2015-06-30351939627
2014 : PORTER, 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$0
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$4,330,547
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$771,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$719,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$691,150
Value of total assets at end of year2014-06-30$23,872,854
Value of total assets at beginning of year2014-06-30$20,314,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$52,509
Total interest from all sources2014-06-30$13,879
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$540,916
Participant contributions at end of year2014-06-30$15,313
Participant contributions at beginning of year2014-06-30$15,320
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$71,961
Assets. Loans (other than to participants) at end of year2014-06-30$255,978
Assets. Loans (other than to participants) at beginning of year2014-06-30$258,503
Other income not declared elsewhere2014-06-30$3,592,816
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$3,558,649
Value of net assets at end of year (total assets less liabilities)2014-06-30$23,872,854
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$20,314,205
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
Investment advisory and management fees2014-06-30$52,509
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$20,045,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$16,503,268
Interest on participant loans2014-06-30$13,879
Value of interest in common/collective trusts at end of year2014-06-30$3,553,378
Value of interest in common/collective trusts at beginning of year2014-06-30$3,535,650
Net investment gain or loss from common/collective trusts2014-06-30$32,702
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$78,273
Employer contributions (assets) at end of year2014-06-30$2,236
Employer contributions (assets) at beginning of year2014-06-30$1,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$719,389
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 name2014-06-30BADEN GAGE & SCHROEDER
Accountancy firm EIN2014-06-30351939627
2013 : PORTER, 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$0
Total income from all sources (including contributions)2013-06-30$2,616,638
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$557,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$515,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$481,989
Value of total assets at end of year2013-06-30$20,314,205
Value of total assets at beginning of year2013-06-30$18,254,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$41,751
Total interest from all sources2013-06-30$16,409
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$432,335
Participant contributions at end of year2013-06-30$15,320
Participant contributions at beginning of year2013-06-30$10,270
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$8,718
Assets. Loans (other than to participants) at end of year2013-06-30$258,503
Assets. Loans (other than to participants) at beginning of year2013-06-30$371,951
Other income not declared elsewhere2013-06-30$2,063,067
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$2,059,328
Value of net assets at end of year (total assets less liabilities)2013-06-30$20,314,205
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$18,254,877
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$41,751
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$16,503,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$12,744,201
Interest on participant loans2013-06-30$16,409
Value of interest in common/collective trusts at end of year2013-06-30$3,535,650
Value of interest in common/collective trusts at beginning of year2013-06-30$5,127,956
Net investment gain or loss from common/collective trusts2013-06-30$55,173
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$40,936
Employer contributions (assets) at end of year2013-06-30$1,464
Employer contributions (assets) at beginning of year2013-06-30$499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$515,559
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 name2013-06-30BADEN GAGE & SCHROEDER
Accountancy firm EIN2013-06-30351939627
2012 : PORTER, 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$403,480
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$870,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$870,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$262,377
Value of total assets at end of year2012-06-30$18,254,877
Value of total assets at beginning of year2012-06-30$18,722,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$812
Total interest from all sources2012-06-30$21,670
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$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$250,229
Participant contributions at end of year2012-06-30$10,270
Participant contributions at beginning of year2012-06-30$6,276
Assets. Loans (other than to participants) at end of year2012-06-30$371,951
Assets. Loans (other than to participants) at beginning of year2012-06-30$433,838
Other income not declared elsewhere2012-06-30$57,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-467,338
Value of net assets at end of year (total assets less liabilities)2012-06-30$18,254,877
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$18,722,215
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$812
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$12,744,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$15,132,578
Interest on participant loans2012-06-30$21,670
Value of interest in common/collective trusts at end of year2012-06-30$5,127,956
Value of interest in common/collective trusts at beginning of year2012-06-30$3,149,523
Net investment gain or loss from common/collective trusts2012-06-30$61,665
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$12,148
Employer contributions (assets) at end of year2012-06-30$499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$870,006
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 name2012-06-30BADEN GAGE & SCHROEDER
Accountancy firm EIN2012-06-30351939627
2011 : PORTER, 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$0
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$3,492,046
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,481,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,471,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$162,276
Value of total assets at end of year2011-06-30$18,722,215
Value of total assets at beginning of year2011-06-30$16,711,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$9,547
Total interest from all sources2011-06-30$27,215
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$1,000,000
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$162,276
Participant contributions at end of year2011-06-30$6,276
Participant contributions at beginning of year2011-06-30$6,938
Assets. Loans (other than to participants) at end of year2011-06-30$433,838
Assets. Loans (other than to participants) at beginning of year2011-06-30$545,823
Other income not declared elsewhere2011-06-30$3,257,974
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$2,010,909
Value of net assets at end of year (total assets less liabilities)2011-06-30$18,722,215
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$16,711,306
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$9,547
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$15,132,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$13,350,611
Interest on participant loans2011-06-30$27,215
Value of interest in common/collective trusts at end of year2011-06-30$3,149,523
Value of interest in common/collective trusts at beginning of year2011-06-30$2,807,934
Net investment gain or loss from common/collective trusts2011-06-30$44,581
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,471,590
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 name2011-06-30BADEN GAGE & SCHROEDER
Accountancy firm EIN2011-06-30351939627
2010 : PORTER, 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, INC. 401(K) PROFIT SHARING PLAN

2021: PORTER, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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, 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
2010: PORTER, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: PORTER, 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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