401k Plan data: PORTER HEDGES SALARY DEFERRAL 401(K) PLAN plan

PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 401k Plan overview

Plan Name	PORTER HEDGES SALARY DEFERRAL 401(K) PLAN
Plan identification number	002

PORTER HEDGES SALARY DEFERRAL 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

PORTER HEDGES LLP has sponsored the creation of one or more 401k plans.

Company Name: PORTER HEDGES LLP

Employer identification number (EIN): 742174193

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORTER HEDGES SALARY DEFERRAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 PAUL G BROWN 2019-07-30 ROBERT G. REEDY 2019-07-30
002 2018-01-01 PAUL G BROWN 2019-07-29 ROBERT G. REEDY 2019-07-26
002 2018-01-01 PAUL G BROWN 2019-07-25 ROBERT G. REEDY 2019-07-25
002 2017-01-01 PAUL G BROWN 2018-07-12 ROBERT G. REEDY 2018-07-11
002 2016-01-01 PAUL G BROWN 2017-06-27 ROBERT G. REEDY 2017-06-26
002 2015-01-01 PAUL G BROWN, EXECUTIVE DIRECTOR 2016-07-25 ROBERT G. REEDY, MANAGING PARTNER 2016-07-25
002 2014-01-01 PAUL G BROWN 2015-07-27 ROBERT G. REEDY, MANAGING PARTNER 2015-07-22
002 2013-01-01 PAUL G. BROWN, EXECUTIVE DIRECTOR 2014-08-04 ROBERT G. REEDY, MANAGING PARTNER 2014-08-04
002 2012-01-01 PAUL G. BROWN, EXECUTIVE DIRECTOR 2013-10-10 ROBERT G. REEDY, MANAGING PARTNER 2013-10-10
002 2011-01-01 PAUL G. BROWN, EXECUTIVE DIRECTOR 2012-10-10 ROBERT G. REEDY, MANAGING PARTNER 2012-10-10
002 2010-01-01 PAUL G. BROWN, EXECUTIVE DIRECTOR 2011-10-04 ROBERT G. REEDY, MANAGING PARTNER 2011-10-05
002 2009-01-01 PAUL G. BROWN ROBERT G. REEDY 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	PAUL G BROWN	2019-07-30	ROBERT G. REEDY	2019-07-30
002	2018-01-01	PAUL G BROWN	2019-07-29	ROBERT G. REEDY	2019-07-26
002	2018-01-01	PAUL G BROWN	2019-07-25	ROBERT G. REEDY	2019-07-25
002	2017-01-01	PAUL G BROWN	2018-07-12	ROBERT G. REEDY	2018-07-11
002	2016-01-01	PAUL G BROWN	2017-06-27	ROBERT G. REEDY	2017-06-26
002	2015-01-01	PAUL G BROWN, EXECUTIVE DIRECTOR	2016-07-25	ROBERT G. REEDY, MANAGING PARTNER	2016-07-25
002	2014-01-01	PAUL G BROWN	2015-07-27	ROBERT G. REEDY, MANAGING PARTNER	2015-07-22
002	2013-01-01	PAUL G. BROWN, EXECUTIVE DIRECTOR	2014-08-04	ROBERT G. REEDY, MANAGING PARTNER	2014-08-04
002	2012-01-01	PAUL G. BROWN, EXECUTIVE DIRECTOR	2013-10-10	ROBERT G. REEDY, MANAGING PARTNER	2013-10-10
002	2011-01-01	PAUL G. BROWN, EXECUTIVE DIRECTOR	2012-10-10	ROBERT G. REEDY, MANAGING PARTNER	2012-10-10
002	2010-01-01	PAUL G. BROWN, EXECUTIVE DIRECTOR	2011-10-04	ROBERT G. REEDY, MANAGING PARTNER	2011-10-05
002	2009-01-01	PAUL G. BROWN		ROBERT G. REEDY	2010-10-14

Plan Statistics for PORTER HEDGES SALARY DEFERRAL 401(K) PLAN

401k plan membership statisitcs for PORTER HEDGES SALARY DEFERRAL 401(K) PLAN

Measure Date Value
2022: PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 69
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 54
Total of all active and inactive participants 2022-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 126
Number of participants with account balances 2022-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 61
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 59
Total of all active and inactive participants 2021-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 123
Number of participants with account balances 2021-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 73
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 53
Total of all active and inactive participants 2020-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 130
Number of participants with account balances 2020-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 67
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 53
Total of all active and inactive participants 2019-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 122
Number of participants with account balances 2019-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2009: PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 51
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 43
Total of all active and inactive participants 2009-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 94
Number of participants with account balances 2009-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2022: PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	69
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	54
Total of all active and inactive participants	2022-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	126
Number of participants with account balances	2022-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	61
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	59
Total of all active and inactive participants	2021-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	123
Number of participants with account balances	2021-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	73
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	53
Total of all active and inactive participants	2020-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	130
Number of participants with account balances	2020-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	67
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	53
Total of all active and inactive participants	2019-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	122
Number of participants with account balances	2019-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2009: PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	51
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	43
Total of all active and inactive participants	2009-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	94
Number of participants with account balances	2009-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on PORTER HEDGES SALARY DEFERRAL 401(K) PLAN

Measure	Date	Value
2022 : PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$205,074
Total transfer of assets from this plan	2022-12-31	$12,107
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-4,339,929
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,662,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,637,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,367,787
Value of total assets at end of year	2022-12-31	$32,480,927
Value of total assets at beginning of year	2022-12-31	$40,290,667
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$24,856
Total interest from all sources	2022-12-31	$393
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,077,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,077,479
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,280,225
Participant contributions at end of year	2022-12-31	$1,751
Participant contributions at beginning of year	2022-12-31	$13,701
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$366,049
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$375,252
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$87,562
Other income not declared elsewhere	2022-12-31	$-26,573
Administrative expenses (other) incurred	2022-12-31	$24,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-8,002,707
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$32,480,927
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$40,290,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$29,447,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$37,282,298
Interest on participant loans	2022-12-31	$393
Value of interest in common/collective trusts at end of year	2022-12-31	$2,665,915
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,619,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,801,080
Net investment gain or loss from common/collective trusts	2022-12-31	$42,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,637,922
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PANNELL KERR FOSTER OF TEXAS P. C.
Accountancy firm EIN	2022-12-31	760356844
2021 : PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$873,570
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,392,038
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,119,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,093,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,292,810
Value of total assets at end of year	2021-12-31	$40,290,667
Value of total assets at beginning of year	2021-12-31	$35,891,466
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$25,840
Total interest from all sources	2021-12-31	$1,087
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,453,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,453,041
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,193,270
Participant contributions at end of year	2021-12-31	$13,701
Participant contributions at beginning of year	2021-12-31	$25,100
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$375,252
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$261,873
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$99,540
Other income not declared elsewhere	2021-12-31	$57,766
Administrative expenses (other) incurred	2021-12-31	$25,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,272,771
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$40,290,667
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$35,891,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$37,282,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$32,951,501
Interest on participant loans	2021-12-31	$1,087
Value of interest in common/collective trusts at end of year	2021-12-31	$2,619,416
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,652,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,549,484
Net investment gain or loss from common/collective trusts	2021-12-31	$37,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,093,427
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PARNELL KERR FORSTER OF TEXAS P.C
Accountancy firm EIN	2021-12-31	760356844
2020 : PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$4,672,698
Total transfer of assets from this plan	2020-12-31	$625,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,475,382
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,952,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,926,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,245,892
Value of total assets at end of year	2020-12-31	$35,891,465
Value of total assets at beginning of year	2020-12-31	$28,321,486
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$26,449
Total interest from all sources	2020-12-31	$1,698
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$802,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$802,818
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,245,892
Participant contributions at end of year	2020-12-31	$25,100
Participant contributions at beginning of year	2020-12-31	$57,073
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$261,873
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$1,507,609
Other income not declared elsewhere	2020-12-31	$-229,249
Administrative expenses (other) incurred	2020-12-31	$26,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,522,621
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$35,891,465
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$28,321,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$32,951,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$24,595,832
Interest on participant loans	2020-12-31	$1,698
Value of interest in common/collective trusts at end of year	2020-12-31	$2,652,992
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,160,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,599,181
Net investment gain or loss from common/collective trusts	2020-12-31	$55,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,926,312
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PARNELL KERR FORSTER OF TEXAS P.C
Accountancy firm EIN	2020-12-31	760356844
2019 : PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$1,956,675
Total transfer of assets from this plan	2019-12-31	$19,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,221,914
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,963,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,939,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,310,440
Value of total assets at end of year	2019-12-31	$28,321,486
Value of total assets at beginning of year	2019-12-31	$24,125,721
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$24,362
Total interest from all sources	2019-12-31	$2,382
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$642,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$642,134
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,088,601
Participant contributions at end of year	2019-12-31	$57,073
Participant contributions at beginning of year	2019-12-31	$65,399
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,507,609
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$3,636,210
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$221,839
Other income not declared elsewhere	2019-12-31	$254,350
Administrative expenses (other) incurred	2019-12-31	$24,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,258,189
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$28,321,486
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$24,125,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$24,595,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,291,042
Income. Interest from loans (other than to participants)	2019-12-31	$2,382
Value of interest in common/collective trusts at end of year	2019-12-31	$2,160,972
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,133,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,939,397
Net investment gain or loss from common/collective trusts	2019-12-31	$73,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,939,363
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PARNELL KERR FORSTER OF TEXAS P.C
Accountancy firm EIN	2019-12-31	760356844
2009 : PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PORTER HEDGES SALARY DEFERRAL 401(K) PLAN

2022: PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2009: PORTER HEDGES SALARY DEFERRAL 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PORTER HEDGES LLP
Employer identification number (EIN):	742174193
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers