2023 Form 5500 filing — The Potter State Bank Of Potter 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240522161642NAL0002194371001) for The Potter State Bank Of Potter 401(K) Plan, reported by The Potter State Bank Of Potter under EIN 47-0346667 and plan number 002. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$365KReported net assets$365,000
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240522161642NAL0002194371001
Plan sponsor
The Potter State Bank Of Potter
EIN
47-0346667
Plan number
002
Location
Potter, NE
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$365K total assets
Net assets$365KLiabilities$0
Money in vs. money out
Total income / additions$120.1K
Total expenses$65.3K
Benefits paid / distributions$65.3K
Contributions
Employer$42.5K
Participant$19.4K
Full reported line items
Total assets (EOY)
$365,000
Total liabilities (EOY)
$0
Net assets (EOY)
$365,000
Employer contributions
$42,500
Participant contributions
$19,368
Total income / additions
$120,143
Benefits paid
$65,308
Administrative expenses
$0
Total expenses
$65,308
Net increase / (decrease)
$54,835

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240522161642NAL0002194371001 cover?
It is the 2023 Form 5500 filing for The Potter State Bank Of Potter 401(K) Plan, reported by The Potter State Bank Of Potter (EIN 47-0346667).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages