How big is Potential, Inc.'s plan?

Potential, Inc.'s plan reported $634K in assets and 98 participants for 2023.

Original filing (PDF)20241014092810NAL0051713506001

Potential, Inc.

Name: Potential, Inc. — Potential, Inc. 403(b) Retirement, Form 5500 (2023)
Creator: Potential, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Potential, Inc. 403(b) Retirement Plan

401(k) retirement plan · Potential, Inc.'s Potential, Inc. 403(b) Retirement Plan held $634K in plan assets for 98 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$634K

Net assets (EOY)

$634K

People on this filing

Kristine Quinby signed Potential, Inc.'s 2023 Form 5500 as plan administrator.

Kristine Quinby — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Potential, Inc.'s EIN is 20-2585393.

EIN 20-2585393

Plan number 001

Plan year 2023

ACK ID 20241014092810NAL0051713506001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Potential, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Potential, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POTENTIAL, INC..

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off