Poretta & Orr, Inc. 401(K) Plan — Form 5500 plan (Poretta & Orr, Inc.)
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, Poretta & Orr, Inc. 401(K) Plan is a benefit plan reported by Poretta & Orr, Inc. under EIN 23-2585778 and plan number 001. The latest loaded filing year is 2023. The filing reports 70 participants and $2,313,740 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Poretta & Orr, Inc.
- EIN
- 23-2585778
- Plan number
- 001
- Plan type
- 2
- Location
- Doylestown, PA
- Latest filing year
- 2023
- Participants
- 70
- End-of-year plan assets
- $2,313,740
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 70 | I | 20241015152035NAL0014949843001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,313,740
- Total liabilities (EOY)
- $4,505
- Net assets (EOY)
- $2,309,235
- Net assets (BOY)
- $3,370,560
Income & contributions
- Employer contributions
- $110,372
- Participant contributions
- $221,727
- Total income / additions
- $898,854
Expenses & distributions
- Benefits paid
- $1,960,054
- Total expenses
- $1,960,179
- Net increase / (decrease)
- -$1,061,325
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.