2023 Form 5500 filing — Potter Anderson & Corroon Llp Retirement 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 20241011145435NAL0011054803001) for Potter Anderson & Corroon Llp Retirement Plan, reported by Potter Anderson & Corroon Llp under EIN 51-0080985 and plan number 001. It reports 208 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)$116.4MReported net assets$116,376,055
Participants208
Provider compensation$20.8K1 Schedule C row(s)$20,845
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011145435NAL0011054803001
Plan sponsor
Potter Anderson & Corroon Llp
EIN
51-0080985
Plan number
001
Location
Wilmington, 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)$116.4M total assets
Net assets$116.4MLiabilities$0
Money in vs. money out
Total income / additions$23.9M
Total expenses$6M
Benefits paid / distributions$6M
Contributions
Employer$2.4M
Participant$1.9M
Full reported line items
Total assets (EOY)
$116,376,055
Total liabilities (EOY)
$0
Net assets (EOY)
$116,376,055
Employer contributions
$2,418,961
Participant contributions
$1,919,363
Total income / additions
$23,916,435
Benefits paid
$5,979,248
Administrative expenses
$20,649
Total expenses
$5,999,897
Net increase / (decrease)
$17,916,538
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $20.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011145435NAL0011054803001 cover?
It is the 2023 Form 5500 filing for Potter Anderson & Corroon Llp Retirement Plan, reported by Potter Anderson & Corroon Llp (EIN 51-0080985).
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