Potato King, Inc. 401(K) Plan — Form 5500 plan (Potato King, Inc.)
Plain-English plan 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, Potato King, Inc. 401(K) Plan is a benefit plan reported by Potato King, Inc. under EIN 39-1166637 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $11,053,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Potato King, Inc.
- EIN
- 39-1166637
- Plan number
- 001
- Plan type
- 2
- Location
- Lacrosse, WI
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $11,053,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20240829085848NAL0013334705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,053,094
- Total liabilities (EOY)
- $36,130
- Net assets (EOY)
- $11,016,964
- Net assets (BOY)
- $8,803,965
Income & contributions
- Employer contributions
- $315,346
- Participant contributions
- $525,928
- Total contributions
- $866,603
- Total income / additions
- $2,506,364
Expenses & distributions
- Benefits paid
- $258,100
- Administrative expenses
- $10,265
- Total expenses
- $293,365
- Net increase / (decrease)
- $2,212,999
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $7,080 | not reported in the loaded dataset | 2023 |
| Premier Retirement Partners | CONTRACT ADMIN | $1,520 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,325 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Potato King, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Lacrosse, WI
- Commonwealth Equity Services LLC — Schedule C compensation
- Premier Retirement Partners — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation