2023 Form 5500 filing — Porter-Starke Services, Inc. 401(K) Profit Sharing 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 20250415082502NAL0005873298001) for Porter-Starke Services, Inc. 401(K) Profit Sharing Plan, reported by Porter-Starke Services, Inc. under EIN 35-1330771 and plan number 001. It reports 487 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415082502NAL0005873298001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Porter-Starke Services, Inc.
- EIN
- 35-1330771
- Plan number
- 001
- Location
- Valparaiso, IN
- Participants
- 487
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,403,520
- Total liabilities (EOY)
- $56,238
- Net assets (EOY)
- $18,347,282
- Employer contributions
- $726,188
- Participant contributions
- $1,438,639
- Total income / additions
- $3,966,991
- Benefits paid
- $2,052,720
- Administrative expenses
- $93,972
- Total expenses
- $2,149,882
- Net increase / (decrease)
- $1,817,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| High Tower Advisors, LLC | INVESTMENT ADVISORY-PLAN | $53,097 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $26,209 | $0 |
| Porter-Starke Services Inc | PLAN SPONSOR | $21,083 | not reported in the loaded dataset |
| Futureplan By Ascensus | RECORDKEEPER | $10,396 | $50 |