2023 Form 5500 filing — Potter Employees 401k 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 20241015194229NAL0029519265001) for Potter Employees 401k Plan, reported by Potter Electric Signal Company, LLC under EIN 26-1433742 and plan number 002. It reports 253 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)$22MReported net assets$21,990,887
Participants253
Provider compensation$19.9K1 Schedule C row(s)$19,889
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015194229NAL0029519265001
Plan sponsor
Potter Electric Signal Company, LLC
EIN
26-1433742
Plan number
002
Location
Maryland Heights, MO
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)$22M total assets
Net assets$22MLiabilities$0
Money in vs. money out
Total income / additions$5.5M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$625.1K
Participant$1.5M
Full reported line items
Total assets (EOY)
$21,990,887
Total liabilities (EOY)
$0
Net assets (EOY)
$21,990,887
Employer contributions
$625,096
Participant contributions
$1,478,157
Total income / additions
$5,505,165
Benefits paid
$2,315,928
Administrative expenses
$25
Total expenses
$2,315,953
Net increase / (decrease)
$3,189,212
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $25 · Indirect $19.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015194229NAL0029519265001 cover?
It is the 2023 Form 5500 filing for Potter Employees 401k Plan, reported by Potter Electric Signal Company, LLC (EIN 26-1433742).
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