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PORTER SPEARS LIMITED PARTNERSHIP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePORTER SPEARS LIMITED PARTNERSHIP 401(K) PROFIT SHARING PLAN
Plan identification number 001

PORTER SPEARS LIMITED PARTNERSHIP 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 SPEARS LIMITED PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:PORTER SPEARS LIMITED PARTNERSHIP
Employer identification number (EIN):364880922
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about PORTER SPEARS LIMITED PARTNERSHIP

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2017-10-03
Company Identification Number: 0802829036
Legal Registered Office Address: 2100 TRIMMIER RD STE 201

KILLEEN
United States of America (USA)
76541

More information about PORTER SPEARS LIMITED PARTNERSHIP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORTER SPEARS LIMITED PARTNERSHIP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01LANIE SPEARS2024-10-08
0012023-01-01LANIE SPEARS2024-10-10
0012022-01-01LANIE SPEARS2023-07-10
0012021-01-01LANIE SPEARS2022-08-10
0012020-01-01LANIE SPEARS2021-07-08
0012019-01-01LANIE SPEARS2020-10-06
0012018-01-01

Financial Data on PORTER SPEARS LIMITED PARTNERSHIP 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : PORTER SPEARS LIMITED PARTNERSHIP 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-100
Total liabilities as of the end of the plan year2024-10-100
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-10172241
Net assets as of the end of the plan year2024-10-10637836
Total assets as of the beginning of the plan year2024-10-10646270
Value of plan covered by a fidelity bond2024-10-10500000
Participant contributions to plan in this plan year2024-10-109111
Other expenses paid from plan in this plan year2024-10-100
Other contributions to plan in this plan year2024-10-100
Other income to plan in this plan year2024-10-10146079
Plan net income in this plan year2024-10-10-8434
Net assets as of the end of the plan year2024-10-10637836
Net assets as of the beginning of the plan year2024-10-10646270
Employer contributions to plan in this plan year2024-10-108617
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-103666
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-08731812
Net assets as of the end of the plan year2024-10-080
Total assets as of the beginning of the plan year2024-10-08637836
Value of plan covered by a fidelity bond2024-10-08500000
Participant contributions to plan in this plan year2024-10-08341
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-0893317
Plan net income in this plan year2024-10-08-637836
Net assets as of the end of the plan year2024-10-080
Net assets as of the beginning of the plan year2024-10-08637836
Employer contributions to plan in this plan year2024-10-08318
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-083099
2022 : PORTER SPEARS LIMITED PARTNERSHIP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-100
Total liabilities as of the end of the plan year2022-08-100
Total liabilities as of the beginning of the plan year2022-08-100
Total expenses incurred by plan in this plan year2022-08-1010618
Net assets as of the end of the plan year2022-08-10826630
Total assets as of the beginning of the plan year2022-08-10693364
Value of plan covered by a fidelity bond2022-08-10500000
Participant contributions to plan in this plan year2022-08-109138
Other expenses paid from plan in this plan year2022-08-100
Other contributions to plan in this plan year2022-08-100
Other income to plan in this plan year2022-08-10126007
Plan net income in this plan year2022-08-10133266
Net assets as of the end of the plan year2022-08-10826630
Net assets as of the beginning of the plan year2022-08-10693364
Employer contributions to plan in this plan year2022-08-108739
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-103620

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