2023 Form 5500 filing — Potts Welding & Boiler Repair Co., Inc. Employee 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 20241011083518NAL0022419521001) for Potts Welding & Boiler Repair Co., Inc. Employee Savings Plan, reported by Potts Welding & Boiler Repair Co., Inc. under EIN 51-0391778 and plan number 003. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.2MReported net assets$17,216,441
Participants137
Provider compensation$1.4K1 Schedule C row(s)$1,450
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011083518NAL0022419521001
Plan sponsor
Potts Welding & Boiler Repair Co., Inc.
EIN
51-0391778
Plan number
003
Location
Newark, DE
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$17.2M total assets
Net assets$17.2MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$250.4K
Benefits paid / distributions$248.5K
Contributions
Employer$298.9K
Participant$533.1K
Full reported line items
Total assets (EOY)
$17,216,441
Total liabilities (EOY)
$0
Net assets (EOY)
$17,216,441
Employer contributions
$298,912
Participant contributions
$533,069
Total income / additions
$2,843,442
Benefits paid
$248,519
Administrative expenses
$1,850
Total expenses
$250,369
Net increase / (decrease)
$2,593,073
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $1.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011083518NAL0022419521001 cover?
It is the 2023 Form 5500 filing for Potts Welding & Boiler Repair Co., Inc. Employee Savings Plan, reported by Potts Welding & Boiler Repair Co., Inc. (EIN 51-0391778).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages