Porter-Leath 401(K) Plan — Form 5500 plan (Porter-Leath)
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-Leath 401(K) Plan is a benefit plan reported by Porter-Leath under EIN 58-1409385 and plan number 002. The latest loaded filing year is 2023. The filing reports 435 participants and $5,304,340 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Porter-Leath
- EIN
- 58-1409385
- Plan number
- 002
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 435
- End-of-year plan assets
- $5,304,340
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 435 | H, C | 20241007143914NAL0008970083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,304,340
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,304,340
- Net assets (BOY)
- $4,830,030
Income & contributions
- Employer contributions
- $177,177
- Participant contributions
- $372,875
- Total contributions
- $550,585
- Total income / additions
- $1,340,040
Expenses & distributions
- Benefits paid
- $813,832
- Administrative expenses
- $51,898
- Total expenses
- $865,730
- Net increase / (decrease)
- $474,310
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Renasant Bank | NONE | $42,749 | $0 | 2023 |
| Epic Retirement Plan Services | NONE | $9,149 | $0 | 2023 |