401k Plan data: PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN plan

PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN
Plan identification number	002

PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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, ROGERS, DAHLMAN, AND GORDON, PC has sponsored the creation of one or more 401k plans.

Company Name: PORTER, ROGERS, DAHLMAN, AND GORDON, PC

Employer identification number (EIN): 742557425

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING 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 2019-01-01
002 2018-01-01 KIMBERLY SCHIBI 2019-07-12 KIMBERLY SCHIBI 2019-07-12
002 2017-01-01 KIMBERLY SCHIBI 2018-07-24
002 2016-01-01 KIMBERLY H. SCHIBI 2017-07-27
002 2015-01-01 KIMBERLY SCHIBI 2016-08-01 KIMBERLY SCHIBI 2016-08-01
002 2014-01-01 KIMBERLY SCHIBI 2015-07-24 KIMBERLY SCHIBI 2015-07-24
002 2013-01-01 KIMBERLY SCHIBI 2014-06-05
002 2012-01-01 KIMBERLY H SCHIBI 2013-07-23
002 2011-01-01 KIMBERLY SCHIBI 2012-06-04
002 2010-01-01 RICK F. ROGERS 2011-10-06

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	2019-01-01
002	2018-01-01	KIMBERLY SCHIBI	2019-07-12	KIMBERLY SCHIBI	2019-07-12
002	2017-01-01	KIMBERLY SCHIBI	2018-07-24
002	2016-01-01	KIMBERLY H. SCHIBI	2017-07-27
002	2015-01-01	KIMBERLY SCHIBI	2016-08-01	KIMBERLY SCHIBI	2016-08-01
002	2014-01-01	KIMBERLY SCHIBI	2015-07-24	KIMBERLY SCHIBI	2015-07-24
002	2013-01-01	KIMBERLY SCHIBI	2014-06-05
002	2012-01-01	KIMBERLY H SCHIBI	2013-07-23
002	2011-01-01	KIMBERLY SCHIBI	2012-06-04
002	2010-01-01	RICK F. ROGERS	2011-10-06

Plan Statistics for PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 30
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 12
Total of all active and inactive participants 2022-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 43
Number of participants with account balances 2022-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 32
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 12
Total of all active and inactive participants 2021-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 45
Number of participants with account balances 2021-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 31
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 12
Total of all active and inactive participants 2020-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 44
Number of participants with account balances 2020-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 31
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 52
Number of participants with account balances 2019-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	30
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	12
Total of all active and inactive participants	2022-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	43
Number of participants with account balances	2022-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	32
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	12
Total of all active and inactive participants	2021-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	45
Number of participants with account balances	2021-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	31
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	12
Total of all active and inactive participants	2020-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	44
Number of participants with account balances	2020-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	31
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	52
Number of participants with account balances	2019-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,571,297
Expenses. Total of all expenses incurred	2022-12-31	$229,216
Benefits paid (including direct rollovers)	2022-12-31	$215,249
Total plan assets at end of year	2022-12-31	$10,293,691
Total plan assets at beginning of year	2022-12-31	$12,094,204
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$212,579
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,878,248
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,800,513
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$10,293,691
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$12,094,204
Assets. Value of participant loans	2022-12-31	$137,484
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$94,372
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$13,967
2021 : PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,615,855
Expenses. Total of all expenses incurred	2021-12-31	$2,034,248
Benefits paid (including direct rollovers)	2021-12-31	$2,024,199
Total plan assets at end of year	2021-12-31	$12,094,204
Total plan assets at beginning of year	2021-12-31	$12,512,597
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$228,258
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,073,646
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-418,393
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$12,094,204
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$12,512,597
Assets. Value of participant loans	2021-12-31	$128,119
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$313,951
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$10,049
2020 : PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,666,316
Expenses. Total of all expenses incurred	2020-12-31	$287,940
Benefits paid (including direct rollovers)	2020-12-31	$279,566
Total plan assets at end of year	2020-12-31	$12,512,597
Total plan assets at beginning of year	2020-12-31	$11,134,221
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$198,665
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,382,230
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,378,376
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$12,512,597
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$11,134,221
Assets. Value of participant loans	2020-12-31	$126,480
Total contributions received or receivable from employer(s)	2020-12-31	$85,421
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$8,374
2019 : PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,419,499
Expenses. Total of all expenses incurred	2019-12-31	$1,753,697
Benefits paid (including direct rollovers)	2019-12-31	$1,751,182
Total plan assets at end of year	2019-12-31	$11,134,221
Total plan assets at beginning of year	2019-12-31	$10,468,419
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$214,435
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$2,020,323
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$665,802
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$11,134,221
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$10,468,419
Assets. Value of participant loans	2019-12-31	$183,122
Total contributions received or receivable from employer(s)	2019-12-31	$184,741
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,515

Form 5500 Responses for PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN

2022: PORTER, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
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, ROGERS, DAHLMAN, AND GORDON, PC 401(K) PROFIT SHARING 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

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Company Name:	PORTER, ROGERS, DAHLMAN, AND GORDON, PC
Employer identification number (EIN):	742557425
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers