2023 Form 5500 filing — The Potter Companies Retirement 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 20241015090109NAL0027889905001) for The Potter Companies Retirement Savings Plan, reported by Phoenix Coal Holdings, LLC under EIN 83-2375765 and plan number 001. It reports 2,218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090109NAL0027889905001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Phoenix Coal Holdings, LLC
- EIN
- 83-2375765
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 2,218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,616,798
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,616,798
- Employer contributions
- $818,586
- Participant contributions
- $1,397,744
- Total income / additions
- $3,529,109
- Benefits paid
- $1,274,721
- Administrative expenses
- $15,522
- Total expenses
- $1,339,090
- Net increase / (decrease)
- $2,190,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $7,893 | $0 |
| Mcf Advisors LLC | INVESTMENT ADVISOR | $7,329 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | CONSULTING | $300 | not reported in the loaded dataset |