Potter Anderson & Corroon Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Anderson & Corroon Llp (EIN 51-0080985) is a plan sponsor located in Wilmington, DE with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
51-0080985
Location
Wilmington, DE
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Potter Anderson & Corroon Llp

  • 3 loaded plans hold $116.4M in reported assets.
  • The largest, Potter Anderson & Corroon Llp Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 508 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$116.4MSummed across loaded plans$116,376,055
Total reported assets$116.4M$116,376,055
Total reported participants508
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$116.4M total assets
Net assets$116.4MLiabilities$0
Contributions & income
Employer contributions$2.4M
Participant contributions$1.9M
Total income / additions$23.9M
Expenses & distributions
Benefits paid / distributions$6M
Total expenses$6M
Net increase / (decrease)$17.9M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Potter Anderson & Corroon Llp Retirement Plan
Participants per plan169Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 208 participants · 2023
  2. 2
    Plan #508 · 153 participants · 2023
  3. 3
    Plan #507 · 147 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Potter Anderson & Corroon Llp. Open one for its full reported snapshot.

  1. 2023
    Potter Anderson & Corroon Llp Retirement Plan208 participants · 2Sch HSch C
    View filing →
  2. 2023
    Potter Anderson & Corroon Llp Group Medical And Dental147 participants · 2No schedules
    View filing →
  3. 2023
    Potter Anderson Corroon Llp Group Life And Disability153 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Potter Anderson & Corroon Llp report on Form 5500?
Potter Anderson & Corroon Llp (EIN 51-0080985) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Potter Anderson & Corroon Llp?
The Employer Identification Number (EIN) reported for Potter Anderson & Corroon Llp is 51-0080985.
What is the latest Form 5500 filing year for Potter Anderson & Corroon Llp?
The latest loaded Form 5500 filing year for Potter Anderson & Corroon Llp is 2023.

Related Form 5500 pages