Porter-Starke Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Porter-Starke Services, 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, Porter-Starke Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Porter-Starke Services, Inc. under EIN 35-1330771 and plan number 001. The latest loaded filing year is 2023. The filing reports 487 participants and $18,403,520 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Porter-Starke Services, Inc.
- EIN
- 35-1330771
- Plan number
- 001
- Plan type
- 2
- Location
- Valparaiso, IN
- Latest filing year
- 2023
- Participants
- 487
- End-of-year plan assets
- $18,403,520
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 487 | H, C | 20250415082502NAL0005873298001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,403,520
- Total liabilities (EOY)
- $56,238
- Net assets (EOY)
- $18,347,282
- Net assets (BOY)
- $16,530,173
Income & contributions
- Employer contributions
- $726,188
- Participant contributions
- $1,438,639
- Total contributions
- $2,173,925
- Total income / additions
- $3,966,991
Expenses & distributions
- Benefits paid
- $2,052,720
- Administrative expenses
- $93,972
- Total expenses
- $2,149,882
- Net increase / (decrease)
- $1,817,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| High Tower Advisors, LLC | INVESTMENT ADVISORY-PLAN | $53,097 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $26,209 | $0 | 2023 |
| Porter-Starke Services Inc | PLAN SPONSOR | $21,083 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $10,396 | $50 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Porter-Starke Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Valparaiso, IN
- High Tower Advisors, LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Porter-Starke Services Inc — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation