Original filing (PDF)20230811102108NAL0039730000001

POTTER HANDY, LLP

Name: POTTER HANDY, LLP — POTTER HANDY, LLP 401(K) PLAN, Form 5500 (2022)
Creator: POTTER HANDY, LLP

Form 5500-SF

FILING_RECEIVED

POTTER HANDY, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

POTTER HANDY, LLP

EIN

33-0855260all filings

Address

1410 E WINDING WAY DRIVE SUITE B · FRIENDSWOOD, TX · 77546

Phone

(858) 375-7385

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-05-01

Tax period

2022-12-31

Filed

2023-08-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

JASON WADDELL PLLC

JASON WADDELL PLLC 401(K) PLAN

$19K · 2 participants

PACIA LAW ASSOCIATES LLC

$19K · 5 participants

THE CHILDRENS LAW PROJECT OF HAWAII

CHILDRENS LAW PROJECT OF HAWAII 401(K) PLAN

$19K · 1 participants

MINER LAW OFFICES

MINER LAW OFFICES 401(K) PLAN

$19K · 3 participants

EDWARD J. WITAS & ASSOCIATES, P.C.

WITAS LAW 401(K) PLAN

$19K · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.