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PORTER & YEE ASSOCIATES, INC. — PORTER & YEE ASSOCIATES, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250724161313NAL0006492272001
PORTER & YEE ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
PORTER & YEE ASSOCIATES, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PORTER & YEE ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
PORTER & YEE ASSOCIATES, INC.
EIN
13-2934005
Address
1353 ABBOTT BLVD · FORT LEE, NC · 07024
Phone
(212) 732-4575
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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