How big is Potter-Webster Co.'s plan?

Potter-Webster Co.'s plan reported $3.3M in assets and 51 participants for 2024.

Original filing (PDF)20250627153712NAL0023131170001

Potter-Webster Co.

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

Form 5500-SF

FILING_RECEIVED

Potter-Webster Co. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Potter-Webster Co.'s Potter-Webster Co. 401(k) Profit Sharing Plan and Trust held $3.3M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Monte Edwards signed Potter-Webster Co.'s 2024 Form 5500 as plan administrator.

Monte Edwards — 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-Webster Co.'s EIN is 93-0498213.

EIN 93-0498213

Plan number 001

Plan year 2024

ACK ID 20250627153712NAL0023131170001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Potter-Webster Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Potter-Webster Co.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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