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, Porterville Sheltered Workshop 401(K) Salary Savings Plan is a benefit plan reported by Porterville Sheltered Workshop, Inc. under EIN 94-1676464 and plan number 002. The latest loaded filing year is 2023. The filing reports 217 participants and $8,996,171 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,996,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,996,171
- Net assets (BOY)
- $8,174,511
Income & contributions
- Employer contributions
- $179,043
- Participant contributions
- $338,559
- Total contributions
- $517,602
- Total income / additions
- $1,864,992
Expenses & distributions
- Benefits paid
- $984,054
- Administrative expenses
- $39,280
- Total expenses
- $1,043,332
- Net increase / (decrease)
- $821,660