The Potter Companies Retirement Savings Plan — Form 5500 plan (Phoenix Coal Holdings, LLC)
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, The Potter Companies Retirement Savings Plan is a benefit plan reported by Phoenix Coal Holdings, LLC under EIN 83-2375765 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,218 participants and $8,616,798 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phoenix Coal Holdings, LLC
- EIN
- 83-2375765
- Plan number
- 001
- Plan type
- 3
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 2,218
- End-of-year plan assets
- $8,616,798
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,218 | H, C | 20241015090109NAL0027889905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,616,798
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,616,798
- Net assets (BOY)
- $6,426,779
Income & contributions
- Employer contributions
- $818,586
- Participant contributions
- $1,397,744
- Total contributions
- $2,409,136
- Total income / additions
- $3,529,109
Expenses & distributions
- Benefits paid
- $1,274,721
- Administrative expenses
- $15,522
- Total expenses
- $1,339,090
- Net increase / (decrease)
- $2,190,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $7,893 | $0 | 2023 |
| Mcf Advisors LLC | INVESTMENT ADVISOR | $7,329 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | CONSULTING | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Phoenix Coal Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Empower Annuity Insurance Company O — Schedule C compensation
- Mcf Advisors LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation