2023 Form 5500 filing — Porter Automotive Group 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240905111111NAL0011768499001) for Porter Automotive Group 401(K) Plan, reported by William H. Porter, Inc. under EIN 51-0069458 and plan number 002. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905111111NAL0011768499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- William H. Porter, Inc.
- EIN
- 51-0069458
- Plan number
- 002
- Location
- Newark, DE
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,331,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,331,068
- Employer contributions
- $87,321
- Participant contributions
- $483,031
- Total income / additions
- $3,319,438
- Benefits paid
- $3,242,662
- Administrative expenses
- $55,641
- Total expenses
- $3,390,843
- Net increase / (decrease)
- -$71,405
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $4,241 | not reported in the loaded dataset |
| Wilshire Associates, Inc. (Usa) | NONE | $2,551 | not reported in the loaded dataset |
| John Hancock Life Insurance Co. U.S | RECORDKEEPER | not reported in the loaded dataset | not reported in the loaded dataset |
| Wilshire Associates, Inc. U.S.A. | NONE | not reported in the loaded dataset | not reported in the loaded dataset |