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JAMES R. POTTER, P. C. 401(K) PLAN 401k Plan overview

Plan NameJAMES R. POTTER, P. C. 401(K) PLAN
Plan identification number 001

JAMES R. POTTER, P. C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

JAMES R. POTTER, P.C. has sponsored the creation of one or more 401k plans.

Company Name:JAMES R. POTTER, P.C.
Employer identification number (EIN):842879048
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES R. POTTER, P. C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01

Financial Data on JAMES R. POTTER, P. C. 401(K) PLAN

Measure Date Value
2025 : JAMES R. POTTER, P. C. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-210
Net assets as of the end of the plan year2025-02-214323
Total assets as of the beginning of the plan year2025-02-212153
Participant contributions to plan in this plan year2025-02-211085
Plan net income in this plan year2025-02-212170
Net assets as of the end of the plan year2025-02-214323
Net assets as of the beginning of the plan year2025-02-212153
Employer contributions to plan in this plan year2025-02-211085
2024 : JAMES R. POTTER, P. C. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-040
Net assets as of the end of the plan year2024-06-042153
Total assets as of the beginning of the plan year2024-06-040
Participant contributions to plan in this plan year2024-06-041076
Other income to plan in this plan year2024-06-040
Plan net income in this plan year2024-06-042153
Net assets as of the end of the plan year2024-06-042153
Net assets as of the beginning of the plan year2024-06-040
Employer contributions to plan in this plan year2024-06-041077

Potentially related plans

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