· 2022–2024 · DOL EFAST2

The Potters Abbey LLC — The Potters Abbey LLC SOCA, Form 5500 (2023)

Original filing (PDF)20241129074632NAL0003791747001

The Potters Abbey LLC

Form 5500-SF

FILING_RECEIVED

The Potters Abbey LLC SOCA Benefit Plan

Health & welfare plan · The Potters Abbey LLC's The Potters Abbey LLC SOCA Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

0

Accounts w/ balance

—

Plan assets (EOY)

$0

Net assets (EOY)

$0

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE POTTERS ABBEY LLC.

Plan sponsor

Name

THE POTTERS ABBEY LLC

EIN

02-0710499all filings

Address

101 E ALEX BELL RD · SUITE 172 · DAYTON, OH · 45459

Phone

(937) 434-3565

Industry

Retail Trade

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-05-01

Tax period

2024-04-30

Filed

2024-11-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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