2023 Form 5500 filing — Potpourri Group, Inc. 401(K) Retirement And Savings 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 20240911150500NAL0016291394001) for Potpourri Group, Inc. 401(K) Retirement And Savings Plan, reported by Potpourri Group, Inc. under EIN 52-2078918 and plan number 001. It reports 436 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911150500NAL0016291394001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Potpourri Group, Inc.
- EIN
- 52-2078918
- Plan number
- 001
- Location
- North Billerica, MA
- Participants
- 436
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,345,889
- Total liabilities (EOY)
- $21
- Net assets (EOY)
- $27,345,868
- Employer contributions
- $451,819
- Participant contributions
- $1,463,923
- Total income / additions
- $6,010,602
- Benefits paid
- $2,816,663
- Administrative expenses
- $67,275
- Total expenses
- $2,935,994
- Net increase / (decrease)
- $3,074,608
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Pension Advisors | N/A | $44,993 | not reported in the loaded dataset |
| Fidelity Invest Instl Ops Co LLC | RECORDKEEPER | $22,282 | $0 |