2023 Form 5500 filing — M. Potteiger, Inc. Employee Benefit 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 20240805100240NAL0001207297001) for M. Potteiger, Inc. Employee Benefit Plan, reported by M. Potteiger Inc. under EIN 23-1709914 and plan number 501. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$34.5KReported net assets$34,538
Participants17
Provider compensation$19.8K4 Schedule C row(s)$19,827
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240805100240NAL0001207297001
Plan sponsor
M. Potteiger Inc.
EIN
23-1709914
Plan number
501
Location
York, PA
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)$58.6K total assets
Net assets$34.5KLiabilities$24K
Money in vs. money out
Total income / additions$326.3K
Total expenses$328.6K
Benefits paid / distributions$170.2K
Contributions
Employer$296.2K
Participant$29.8K
Full reported line items
Total assets (EOY)
$58,566
Total liabilities (EOY)
$24,028
Net assets (EOY)
$34,538
Employer contributions
$296,173
Participant contributions
$29,765
Total income / additions
$326,299
Benefits paid
$170,190
Administrative expenses
$7,934
Total expenses
$328,644
Net increase / (decrease)
-$2,345
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADMIN · Direct $7.9K
  2. 2
    BROKER · Direct $5.5K
  3. 3
    BROKER · Direct $5.3K
  4. 4
    PATIENT ADVOCATE · Direct $1.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240805100240NAL0001207297001 cover?
It is the 2023 Form 5500 filing for M. Potteiger, Inc. Employee Benefit Plan, reported by M. Potteiger Inc. (EIN 23-1709914).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages