Original filing (PDF)20251009141024NAL0007115841001

POTTER ELECTRIC, INC.

Name: POTTER ELECTRIC, INC. — POTTER ELECTRIC, INC. CROSS-TESTED 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: POTTER ELECTRIC, INC.

Form 5500-SF

FILING_RECEIVED

POTTER ELECTRIC, INC. CROSS-TESTED 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POTTER ELECTRIC, INC..

Plan sponsor

Name

POTTER ELECTRIC, INC.

EIN

94-1358026

Address

1343 WILSON AVENUE · NATIONAL CITY, CA · 919504349

Phone

(619) 474-8171

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2D · Offset of another plan

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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