How big is Potter Ventures, LLC's plan?

Potter Ventures, LLC's plan reported $999K in assets and 3 participants for 2024.

Original filing (PDF)20251012172944NAL0000582561001

Potter Ventures, LLC

Name: Potter Ventures, LLC — Potter Ventures, LLC 401(k), Form 5500 (2024)
Creator: Potter Ventures, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Potter Ventures, LLC 401(k) Plan and Trust

401(k) retirement plan · Potter Ventures, LLC's Potter Ventures, LLC 401(k) Plan and Trust held $999K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$999K

Net assets (EOY)

$999K

People on this filing

Phiilp O. Potter signed Potter Ventures, LLC's 2024 Form 5500 as plan administrator.

Phiilp O. 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 002

Plan year 2024

ACK ID 20251012172944NAL0000582561001

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 profit-sharing, a 401(k) feature.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score