2023 Form 5500 filing — Porter Scott, Apc 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 20241015192058NAL0030743313001) for Porter Scott, Apc 401(K) Plan, reported by Porter Scott, A Professional Corporation under EIN 94-2515991 and plan number 003. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192058NAL0030743313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Porter Scott, A Professional Corporation
- EIN
- 94-2515991
- Plan number
- 003
- Location
- Sacramento, CA
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,346,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,346,214
- Employer contributions
- $232,730
- Participant contributions
- $718,415
- Total income / additions
- $3,631,424
- Benefits paid
- $1,011,614
- Administrative expenses
- $63,607
- Total expenses
- $1,075,221
- Net increase / (decrease)
- $2,556,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RETAINED BY EMPLOYER | $53,501 | $0 |
| Campbell Taylor Washburn | RETAINED BY EMPLOYER | $10,106 | not reported in the loaded dataset |