Plan5500

Potter Anderson & Corroon Llp Retirement Plan — Form 5500 plan (Potter Anderson & Corroon Llp)

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, Potter Anderson & Corroon Llp Retirement Plan is a benefit plan reported by Potter Anderson & Corroon Llp under EIN 51-0080985 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $116,376,055 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$116.4MPlan net assets, end of year$116,376,055
Participants208Covered participants reported
Assets / participant$559.5KComputed: assets ÷ participants$559,500 (computed)
Provider compensation$20.8K1 Schedule C provider row(s)$20,845
Plan sponsor
Potter Anderson & Corroon Llp
EIN
51-0080985
Plan number
001
Plan type
2
Location
Wilmington, DE
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    208 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$116,376,055
Total liabilities (EOY)
$0
Net assets (EOY)
$116,376,055
Net assets (BOY)
$98,459,517

Income & contributions

Employer contributions
$2,418,961
Participant contributions
$1,919,363
Total contributions
$4,439,229
Total income / additions
$23,916,435

Expenses & distributions

Benefits paid
$5,979,248
Administrative expenses
$20,649
Total expenses
$5,999,897
Net increase / (decrease)
$17,916,538
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 56%Participant 44%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Vanguard Group, Inc.$20.8K
    NONE · Direct $20.8K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Potter Anderson & Corroon Llp Retirement Plan?
Potter Anderson & Corroon Llp Retirement Plan is reported as sponsored by Potter Anderson & Corroon Llp (EIN 51-0080985, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Potter Anderson & Corroon Llp Retirement Plan?
The latest Form 5500 filing year loaded for Potter Anderson & Corroon Llp Retirement Plan is 2023.
How many participants does Potter Anderson & Corroon Llp Retirement Plan report?
Potter Anderson & Corroon Llp Retirement Plan reports 208 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Potter Anderson & Corroon Llp Retirement Plan?
Potter Anderson & Corroon Llp Retirement Plan reports $116,376,055 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages