Potpourri Group, Inc. 401(K) Retirement And Savings Plan — Form 5500 plan (Potpourri Group, 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, Potpourri Group, Inc. 401(K) Retirement And Savings Plan is a benefit plan reported by Potpourri Group, Inc. under EIN 52-2078918 and plan number 001. The latest loaded filing year is 2023. The filing reports 436 participants and $27,345,889 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Potpourri Group, Inc.
EIN
52-2078918
Plan number
001
Plan type
2
Location
North Billerica, MA
Latest filing year
2023
Participants
436
End-of-year plan assets
$27,345,889

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023436H, C20240911150500NAL0016291394001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,345,889
Total liabilities (EOY)
$21
Net assets (EOY)
$27,345,868
Net assets (BOY)
$24,271,260

Income & contributions

Employer contributions
$451,819
Participant contributions
$1,463,923
Total contributions
$2,026,884
Total income / additions
$6,010,602

Expenses & distributions

Benefits paid
$2,816,663
Administrative expenses
$67,275
Total expenses
$2,935,994
Net increase / (decrease)
$3,074,608

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Pension AdvisorsN/A$44,993not reported in the loaded dataset2023
Fidelity Invest Instl Ops Co LLCRECORDKEEPER$22,282$02023

Related Form 5500 pages