How big is Potter Ventures, LLC's plan?

Potter Ventures, LLC's plan reported $2.9M in assets and 3 participants for 2024.

Original filing (PDF)20251012173925NAL0000982096001

Potter Ventures, LLC

Name: Potter Ventures, LLC — Potter Ventures, LLC Defined, Form 5500 (2024)
Creator: Potter Ventures, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Potter Ventures, LLC Defined Benefit Pension Plan and Trust

Defined-benefit pension plan · Potter Ventures, LLC's Potter Ventures, LLC Defined Benefit Pension Plan and Trust held $2.9M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Philip G. Potter signed Potter Ventures, LLC's 2024 Form 5500 as plan administrator.

Philip G. Potter — 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

Potter Ventures, LLC's EIN is 46-3413041.

EIN 46-3413041

Plan number 001

Plan year 2024

ACK ID 20251012173925NAL0000982096001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Potter Ventures, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Potter Ventures, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score