How many Form 5500 benefit plans are loaded for Potter, NE?

1 plan(s) reported by 1 sponsor(s) are loaded for Potter, NE.

Potter, NE Form 5500 retirement and benefit plan filings

City Form 5500 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, Potter, NE has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $365,000 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 1
Plan sponsors: 1
Latest filing year: 2023

What stands out in Potter

1 loaded plans hold $365K in reported assets across 1 sponsors.
The largest, The Potter State Bank Of Potter 401(K) Plan, holds 100% of reported Potter plan assets.
Plans cover 8 participants — about 8 per plan.
100% of loaded plans report full Schedule H/I financial statements.
report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$365KSummed across loaded plans$365,000

Total reported assets$365K$365,000

Total reported participants8

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$365K total assets

Net assets$365KLiabilities$0

Contributions & income

Employer contributions$42.5K

Participant contributions$19.4K

Total income / additions$120.1K

Expenses & distributions

Benefits paid / distributions$65.3K

Total expenses$65.3K

Net increase / (decrease)$54.8K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Potter, NE plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Potter market comparison

Largest plan share of assets100%The Potter State Bank Of Potter 401(K) Plan

Participants per plan8Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Potter

Bars show each plan's reported end-of-year assets relative to the largest.

1
The Potter State Bank Of Potter 401(K) Plan$365K
The Potter State Bank Of Potter · 2023

Largest plans in Potter → · Potter plans by participants → · Potter plans with financial data → · Potter plans with provider compensation → · $1B+ plans in Potter →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Potter, NE?: 1 plan(s) reported by 1 sponsor(s) are loaded for Potter, NE.