Plan5500

The Health & Welfare Plan Of D.H. Porter Enterprises LLC — Form 5500 plan (D.H. Porter Enterprises LLC)

Plain-English plan 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, The Health & Welfare Plan Of D.H. Porter Enterprises LLC is a benefit plan reported by D.H. Porter Enterprises LLC under EIN 16-1658130 and plan number 501. The latest loaded filing year is 2023. The filing reports 137 participants and $167,705 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
D.H. Porter Enterprises LLC
EIN
16-1658130
Plan number
501
Plan type
2
Location
San Mateo, CA
Latest filing year
2023
Participants
137
End-of-year plan assets
$167,705

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241004133201NAL0012270257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$167,705
Total liabilities (EOY)
$38,164
Net assets (EOY)
$129,541
Net assets (BOY)
$224,039

Income & contributions

Employer contributions
$92,246
Participant contributions
$411
Total contributions
$92,657
Total income / additions
$92,657

Expenses & distributions

Benefits paid
$106,857
Administrative expenses
$80,298
Total expenses
$187,155
Net increase / (decrease)
-$94,498

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fce Benefit Adminstators IncSERVICE PROVIDER$24,441$10,0112023
ClaAUDITOR$21,269not reported in the loaded dataset2023

Related Form 5500 pages