How many benefit plans does Potpourri Group, Inc. report on Form 5500?

Potpourri Group, Inc. (EIN 52-2078918) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Potpourri Group, Inc.?

The Employer Identification Number (EIN) reported for Potpourri Group, Inc. is 52-2078918.

What is the latest Form 5500 filing year for Potpourri Group, Inc.?

The latest loaded Form 5500 filing year for Potpourri Group, Inc. is 2023.

Potpourri Group, Inc. — 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, Potpourri Group, Inc. (EIN 52-2078918) is a plan sponsor located in North Billerica, MA 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: 52-2078918
Location: North Billerica, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $27,345,889
Total reported liabilities (EOY): $21
Total reported net assets (EOY): $27,345,868

Contributions & income

Employer contributions: $451,819
Participant contributions: $1,463,923
Total income / additions: $6,010,602

Expenses & distributions

Benefits paid / distributions: $2,816,663
Total expenses: $2,935,994
Net increase / (decrease): $3,074,608

Coverage

Total reported participants: 792
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Potpourri Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Potpourri Group, Inc. 401(K) Retirement And Savings Plan	001	436	$27,345,889	2023
Potpourri Group, Inc. Employee Benefit Plan	501	356	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Potpourri Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Potpourri Group, Inc. 401(K) Retirement And Savings Plan	436	H, C	20240911150500NAL0016291394001
2023	Potpourri Group, Inc. Employee Benefit Plan	356	—	20241118161845NAL0002826928001