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POTAMKIN RETIREMENT PLAN 401k Plan overview

Plan NamePOTAMKIN RETIREMENT PLAN
Plan identification number 001

POTAMKIN RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PMC, LLC has sponsored the creation of one or more 401k plans.

Company Name:PMC, LLC
Employer identification number (EIN):010906769
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POTAMKIN RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01SAYMA SERPA
0012023-01-01
0012023-01-01SUZY KOLB
0012022-01-01
0012022-01-01SUZY KOLB
0012021-01-01
0012021-01-01DAVID YUSKO
0012020-01-01
0012019-01-01
0012017-01-01DAVID YUSKO DAVID YUSKO2018-10-08
0012016-01-01DAVID YUSKO DAVID YUSKO2017-07-14
0012015-01-01DAVID YUSKO
0012014-01-01DAVID YUSKO DAVID YUSKO2015-10-13
0012013-01-01DAVID YUSKO DAVID YUSKO2014-10-14
0012012-01-01DAVID YUSKO DAVID YUSKO2013-10-09
0012011-01-01DAVID YUSKO

Plan Statistics for POTAMKIN RETIREMENT PLAN

401k plan membership statisitcs for POTAMKIN RETIREMENT PLAN

Measure Date Value
2023: POTAMKIN RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01935
Total number of active participants reported on line 7a of the Form 55002023-01-01486
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01408
Total of all active and inactive participants2023-01-01894
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-014
Total participants2023-01-01898
Number of participants with account balances2023-01-01872
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01117
2022: POTAMKIN RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01923
Total number of active participants reported on line 7a of the Form 55002022-01-01587
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01294
Total of all active and inactive participants2022-01-01881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01885
Number of participants with account balances2022-01-01852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0192
2021: POTAMKIN RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01886
Total number of active participants reported on line 7a of the Form 55002021-01-01617
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01289
Total of all active and inactive participants2021-01-01906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01909
Number of participants with account balances2021-01-01877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0154
2020: POTAMKIN RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,001
Total number of active participants reported on line 7a of the Form 55002020-01-01661
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01207
Total of all active and inactive participants2020-01-01869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01871
Number of participants with account balances2020-01-01827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0196
2019: POTAMKIN RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01887
Total number of active participants reported on line 7a of the Form 55002019-01-01689
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01286
Total of all active and inactive participants2019-01-01976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01978
Number of participants with account balances2019-01-01918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0153
2017: POTAMKIN RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01911
Total number of active participants reported on line 7a of the Form 55002017-01-01691
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01149
Total of all active and inactive participants2017-01-01840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01843
Number of participants with account balances2017-01-01738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0191
2016: POTAMKIN RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,033
Total number of active participants reported on line 7a of the Form 55002016-01-01960
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01131
Total of all active and inactive participants2016-01-011,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,093
Number of participants with account balances2016-01-01756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0196
2015: POTAMKIN RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,044
Total number of active participants reported on line 7a of the Form 55002015-01-01911
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01104
Total of all active and inactive participants2015-01-011,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,017
Number of participants with account balances2015-01-01688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0194
2014: POTAMKIN RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01973
Total number of active participants reported on line 7a of the Form 55002014-01-01966
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0185
Total of all active and inactive participants2014-01-011,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,053
Number of participants with account balances2014-01-01655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: POTAMKIN RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01780
Total number of active participants reported on line 7a of the Form 55002013-01-01685
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01105
Total of all active and inactive participants2013-01-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01791
Number of participants with account balances2013-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: POTAMKIN RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01713
Total number of active participants reported on line 7a of the Form 55002012-01-01668
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01110
Total of all active and inactive participants2012-01-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01780
Number of participants with account balances2012-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: POTAMKIN RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01670
Total number of active participants reported on line 7a of the Form 55002011-01-01594
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01119
Total of all active and inactive participants2011-01-01713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01713
Number of participants with account balances2011-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111

Financial Data on POTAMKIN RETIREMENT PLAN

Measure Date Value
2023 : POTAMKIN RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$6,373,565
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,302,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,137,042
Expenses. Certain deemed distributions of participant loans2023-12-31$24,879
Value of total corrective distributions2023-12-31$1,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,825,845
Value of total assets at end of year2023-12-31$27,031,901
Value of total assets at beginning of year2023-12-31$22,961,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$139,601
Total interest from all sources2023-12-31$23,291
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$674,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$674,818
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,327,429
Participant contributions at end of year2023-12-31$370,394
Participant contributions at beginning of year2023-12-31$279,204
Participant contributions at end of year2023-12-31$37,210
Participant contributions at beginning of year2023-12-31$34,455
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$53,633
Other income not declared elsewhere2023-12-31$3,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,070,591
Value of net assets at end of year (total assets less liabilities)2023-12-31$27,031,901
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$22,961,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$60,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$23,053,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$19,829,769
Interest on participant loans2023-12-31$23,291
Value of interest in common/collective trusts at end of year2023-12-31$3,373,911
Value of interest in common/collective trusts at beginning of year2023-12-31$2,817,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,638,357
Net investment gain or loss from common/collective trusts2023-12-31$207,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$444,783
Employer contributions (assets) at end of year2023-12-31$197,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,137,042
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$0
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$6,373,565
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,302,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,137,042
Expenses. Certain deemed distributions of participant loans2023-01-01$24,879
Value of total corrective distributions2023-01-01$1,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$2,825,845
Value of total assets at end of year2023-01-01$27,031,901
Value of total assets at beginning of year2023-01-01$22,961,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$139,601
Total interest from all sources2023-01-01$23,291
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$674,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$674,818
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,327,429
Participant contributions at end of year2023-01-01$370,394
Participant contributions at beginning of year2023-01-01$279,204
Participant contributions at end of year2023-01-01$37,210
Participant contributions at beginning of year2023-01-01$34,455
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$53,633
Other income not declared elsewhere2023-01-01$3,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$4,070,591
Value of net assets at end of year (total assets less liabilities)2023-01-01$27,031,901
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$22,961,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$60,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$23,053,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$19,829,769
Interest on participant loans2023-01-01$23,291
Value of interest in common/collective trusts at end of year2023-01-01$3,373,911
Value of interest in common/collective trusts at beginning of year2023-01-01$2,817,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$2,638,357
Net investment gain or loss from common/collective trusts2023-01-01$207,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$444,783
Employer contributions (assets) at end of year2023-01-01$197,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,137,042
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01FORVIS MAZARS, LLP
Accountancy firm EIN2023-01-01440160260
2022 : POTAMKIN RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-657,740
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,432,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,287,719
Expenses. Certain deemed distributions of participant loans2022-12-31$11,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,744,065
Value of total assets at end of year2022-12-31$22,961,310
Value of total assets at beginning of year2022-12-31$25,051,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$133,283
Total interest from all sources2022-12-31$17,371
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,045,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,045,931
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,735,562
Participant contributions at end of year2022-12-31$279,204
Participant contributions at beginning of year2022-12-31$278,156
Participant contributions at end of year2022-12-31$34,455
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,503
Other income not declared elsewhere2022-12-31$761
Administrative expenses (other) incurred2022-12-31$133,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,090,222
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,961,310
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,051,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,829,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,983,739
Interest on participant loans2022-12-31$17,371
Value of interest in common/collective trusts at end of year2022-12-31$2,817,882
Value of interest in common/collective trusts at beginning of year2022-12-31$2,532,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,517,330
Net investment gain or loss from common/collective trusts2022-12-31$51,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at beginning of year2022-12-31$256,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,287,719
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA LLP
Accountancy firm EIN2022-12-31135381590
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$0
Total transfer of assets from this plan2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-657,740
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,432,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,287,719
Expenses. Certain deemed distributions of participant loans2022-01-01$11,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,744,065
Value of total assets at end of year2022-01-01$22,961,310
Value of total assets at beginning of year2022-01-01$25,051,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$133,283
Total interest from all sources2022-01-01$17,371
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,045,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,045,931
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$2,735,562
Participant contributions at end of year2022-01-01$279,204
Participant contributions at beginning of year2022-01-01$278,156
Participant contributions at end of year2022-01-01$34,455
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$8,503
Other income not declared elsewhere2022-01-01$761
Administrative expenses (other) incurred2022-01-01$133,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,090,222
Value of net assets at end of year (total assets less liabilities)2022-01-01$22,961,310
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$25,051,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$19,829,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$21,983,739
Interest on participant loans2022-01-01$17,371
Value of interest in common/collective trusts at end of year2022-01-01$2,817,882
Value of interest in common/collective trusts at beginning of year2022-01-01$2,532,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-4,517,330
Net investment gain or loss from common/collective trusts2022-01-01$51,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Employer contributions (assets) at beginning of year2022-01-01$256,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,287,719
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BDO USA LLP
Accountancy firm EIN2022-01-01135381590
2021 : POTAMKIN RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,354,289
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,602,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,459,085
Expenses. Certain deemed distributions of participant loans2021-12-31$13,611
Value of total corrective distributions2021-12-31$834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,241,270
Value of total assets at end of year2021-12-31$25,051,532
Value of total assets at beginning of year2021-12-31$21,299,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$129,138
Total interest from all sources2021-12-31$20,719
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,319,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,319,754
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,562,071
Participant contributions at end of year2021-12-31$278,156
Participant contributions at beginning of year2021-12-31$264,683
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$191,949
Other income not declared elsewhere2021-12-31$739
Administrative expenses (other) incurred2021-12-31$129,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,751,621
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,051,532
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,299,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,983,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,462,455
Interest on participant loans2021-12-31$20,719
Value of interest in common/collective trusts at end of year2021-12-31$2,532,892
Value of interest in common/collective trusts at beginning of year2021-12-31$2,572,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,727,273
Net investment gain or loss from common/collective trusts2021-12-31$44,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$487,250
Employer contributions (assets) at end of year2021-12-31$256,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,459,085
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : POTAMKIN RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,771,414
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,204,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,053,003
Expenses. Certain deemed distributions of participant loans2020-12-31$13,401
Value of total corrective distributions2020-12-31$21,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,833,724
Value of total assets at end of year2020-12-31$21,299,911
Value of total assets at beginning of year2020-12-31$19,732,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$116,143
Total interest from all sources2020-12-31$18,009
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$712,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$712,179
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,602,821
Participant contributions at end of year2020-12-31$264,683
Participant contributions at beginning of year2020-12-31$233,408
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$409
Other income not declared elsewhere2020-12-31$457
Administrative expenses (other) incurred2020-12-31$116,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,567,027
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,299,911
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,732,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,462,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,362,885
Interest on participant loans2020-12-31$18,009
Value of interest in common/collective trusts at end of year2020-12-31$2,572,773
Value of interest in common/collective trusts at beginning of year2020-12-31$2,136,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,159,629
Net investment gain or loss from common/collective trusts2020-12-31$47,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$230,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,053,003
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA LLP
Accountancy firm EIN2020-12-31135381590
2019 : POTAMKIN RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,059,920
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,297,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,184,402
Expenses. Certain deemed distributions of participant loans2019-12-31$51,909
Value of total corrective distributions2019-12-31$856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,776,952
Value of total assets at end of year2019-12-31$19,732,884
Value of total assets at beginning of year2019-12-31$15,970,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,123
Total interest from all sources2019-12-31$14,667
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$838,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$838,126
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,574,117
Participant contributions at end of year2019-12-31$233,408
Participant contributions at beginning of year2019-12-31$200,695
Other income not declared elsewhere2019-12-31$2,077
Administrative expenses (other) incurred2019-12-31$60,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,762,630
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,732,884
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,970,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,362,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,841,012
Interest on participant loans2019-12-31$14,667
Value of interest in common/collective trusts at end of year2019-12-31$2,136,591
Value of interest in common/collective trusts at beginning of year2019-12-31$1,928,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,384,731
Net investment gain or loss from common/collective trusts2019-12-31$43,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$202,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,184,402
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MORRISON BROWN ARGIZ AND FARRA
Accountancy firm EIN2019-12-31010720052
2018 : POTAMKIN RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$648,453
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,441,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,408,564
Expenses. Certain deemed distributions of participant loans2018-12-31$2,685
Value of total corrective distributions2018-12-31$30,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,963,119
Value of total assets at end of year2018-12-31$15,970,254
Value of total assets at beginning of year2018-12-31$16,763,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$11,414
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,462,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,462,303
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,592,592
Participant contributions at end of year2018-12-31$200,695
Participant contributions at beginning of year2018-12-31$167,807
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$157,024
Other income not declared elsewhere2018-12-31$2,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-792,891
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,970,254
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,763,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,841,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,432,014
Interest on participant loans2018-12-31$11,414
Value of interest in common/collective trusts at end of year2018-12-31$1,928,547
Value of interest in common/collective trusts at beginning of year2018-12-31$2,163,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,827,831
Net investment gain or loss from common/collective trusts2018-12-31$37,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$213,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,408,564
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MORRISON BROWN ARGIZ AND FARRA
Accountancy firm EIN2018-12-31010720052
2017 : POTAMKIN RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,759,335
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$925,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$875,068
Expenses. Certain deemed distributions of participant loans2017-12-31$6,257
Value of total corrective distributions2017-12-31$38,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,750,517
Value of total assets at end of year2017-12-31$16,763,145
Value of total assets at beginning of year2017-12-31$13,929,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,599
Total interest from all sources2017-12-31$9,565
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$975,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$975,250
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,536,164
Participant contributions at end of year2017-12-31$167,807
Participant contributions at beginning of year2017-12-31$171,801
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,027
Other income not declared elsewhere2017-12-31$4,307
Administrative expenses (other) incurred2017-12-31$5,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,833,602
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,763,145
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,929,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,432,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,486,404
Interest on participant loans2017-12-31$9,565
Value of interest in common/collective trusts at end of year2017-12-31$2,163,324
Value of interest in common/collective trusts at beginning of year2017-12-31$1,271,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$991,850
Net investment gain or loss from common/collective trusts2017-12-31$27,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$211,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$875,068
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MORRISON BROWN ARGIZ AND FARRA
Accountancy firm EIN2017-12-31010720052
2016 : POTAMKIN RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,092,871
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$628,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$533,324
Expenses. Certain deemed distributions of participant loans2016-12-31$17,663
Value of total corrective distributions2016-12-31$70,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,069,966
Value of total assets at end of year2016-12-31$13,929,543
Value of total assets at beginning of year2016-12-31$11,465,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,119
Total interest from all sources2016-12-31$5,931
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$535,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$535,016
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,484,723
Participant contributions at end of year2016-12-31$171,801
Participant contributions at beginning of year2016-12-31$70,635
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$381,461
Other income not declared elsewhere2016-12-31$1,690
Administrative expenses (other) incurred2016-12-31$7,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,464,348
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,929,543
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,465,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,486,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,180,035
Interest on participant loans2016-12-31$5,931
Value of interest in common/collective trusts at end of year2016-12-31$1,271,338
Value of interest in common/collective trusts at beginning of year2016-12-31$1,214,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$470,226
Net investment gain or loss from common/collective trusts2016-12-31$10,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$203,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$533,324
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MORRISON BROWN ARGIZ AND FARRA
Accountancy firm EIN2016-12-31010720052
2015 : POTAMKIN RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,342,170
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$650,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$533,037
Expenses. Certain deemed distributions of participant loans2015-12-31$2,789
Value of total corrective distributions2015-12-31$108,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,568,920
Value of total assets at end of year2015-12-31$11,465,195
Value of total assets at beginning of year2015-12-31$10,774,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,810
Total interest from all sources2015-12-31$4,139
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$829,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$829,730
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,413,371
Participant contributions at end of year2015-12-31$70,635
Participant contributions at beginning of year2015-12-31$52,515
Other income not declared elsewhere2015-12-31$4,232
Administrative expenses (other) incurred2015-12-31$6,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$691,195
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,465,195
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,774,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,180,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,466,480
Interest on participant loans2015-12-31$4,139
Value of interest in common/collective trusts at end of year2015-12-31$1,214,525
Value of interest in common/collective trusts at beginning of year2015-12-31$1,255,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,063,326
Net investment gain or loss from common/collective trusts2015-12-31$-1,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$155,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$533,037
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MORRISON BROWN ARGIZ AND FARRA
Accountancy firm EIN2015-12-31010720052
2014 : POTAMKIN RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,715,713
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$879,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$664,308
Expenses. Certain deemed distributions of participant loans2014-12-31$4,183
Value of total corrective distributions2014-12-31$198,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,114,055
Value of total assets at end of year2014-12-31$10,774,000
Value of total assets at beginning of year2014-12-31$9,938,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,053
Total interest from all sources2014-12-31$4,546
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$661,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$661,550
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,044,946
Participant contributions at end of year2014-12-31$52,515
Participant contributions at beginning of year2014-12-31$72,064
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,193
Other income not declared elsewhere2014-12-31$4,675
Administrative expenses (other) incurred2014-12-31$13,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$835,723
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,774,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,938,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,466,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,195,515
Interest on participant loans2014-12-31$4,546
Value of interest in common/collective trusts at end of year2014-12-31$1,255,005
Value of interest in common/collective trusts at beginning of year2014-12-31$1,670,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-87,783
Net investment gain or loss from common/collective trusts2014-12-31$18,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$52,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$664,308
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31VOYNOW BAYARD WHYTE AND COMPANY LLP
Accountancy firm EIN2014-12-31232074976
2013 : POTAMKIN RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,914,960
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$592,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$444,935
Expenses. Certain deemed distributions of participant loans2013-12-31$2,009
Value of total corrective distributions2013-12-31$140,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$715,890
Value of total assets at end of year2013-12-31$9,938,277
Value of total assets at beginning of year2013-12-31$8,616,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,256
Total interest from all sources2013-12-31$3,665
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$316,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$316,492
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$671,099
Participant contributions at end of year2013-12-31$72,064
Participant contributions at beginning of year2013-12-31$67,558
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1,424
Other income not declared elsewhere2013-12-31$5,852
Administrative expenses (other) incurred2013-12-31$5,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,322,143
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,938,277
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,616,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,195,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,564,649
Interest on participant loans2013-12-31$3,665
Value of interest in common/collective trusts at end of year2013-12-31$1,670,698
Value of interest in common/collective trusts at beginning of year2013-12-31$983,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$848,423
Net investment gain or loss from common/collective trusts2013-12-31$24,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$44,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$443,511
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31VOYNOW BAYARD AND COMPANY
Accountancy firm EIN2013-12-31232074976
2012 : POTAMKIN RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,483,828
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$795,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$721,316
Expenses. Certain deemed distributions of participant loans2012-12-31$2,074
Value of total corrective distributions2012-12-31$68,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$621,570
Value of total assets at end of year2012-12-31$8,616,134
Value of total assets at beginning of year2012-12-31$7,927,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,194
Total interest from all sources2012-12-31$5,667
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$268,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$268,617
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$598,240
Participant contributions at end of year2012-12-31$67,558
Participant contributions at beginning of year2012-12-31$97,074
Other income not declared elsewhere2012-12-31$9,415
Administrative expenses (other) incurred2012-12-31$3,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$688,572
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,616,134
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,927,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,564,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,167,247
Interest on participant loans2012-12-31$5,667
Value of interest in common/collective trusts at end of year2012-12-31$983,927
Value of interest in common/collective trusts at beginning of year2012-12-31$1,663,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$566,152
Net investment gain or loss from common/collective trusts2012-12-31$12,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$23,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$721,316
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31VOYNOW BAYARD WHYTE AND COMPANY LLP
Accountancy firm EIN2012-12-31232074976
2011 : POTAMKIN RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$596,362
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$763,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$715,481
Expenses. Certain deemed distributions of participant loans2011-12-31$6,801
Value of total corrective distributions2011-12-31$39,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$558,054
Value of total assets at end of year2011-12-31$7,927,562
Value of total assets at beginning of year2011-12-31$8,094,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,136
Total interest from all sources2011-12-31$6,211
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$142,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$142,038
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$515,290
Participant contributions at end of year2011-12-31$97,074
Participant contributions at beginning of year2011-12-31$123,064
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$25,467
Other income not declared elsewhere2011-12-31$-48
Administrative expenses (other) incurred2011-12-31$2,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-167,227
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,927,562
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,094,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,167,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,179,677
Interest on participant loans2011-12-31$6,211
Value of interest in common/collective trusts at end of year2011-12-31$1,663,241
Value of interest in common/collective trusts at beginning of year2011-12-31$3,792,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-190,554
Net investment gain or loss from common/collective trusts2011-12-31$80,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$17,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$715,481
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31VOYNOW BAYARD AND COMPANY
Accountancy firm EIN2011-12-31232074976

Form 5500 Responses for POTAMKIN RETIREMENT PLAN

2023: POTAMKIN RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: POTAMKIN RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: POTAMKIN RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: POTAMKIN RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: POTAMKIN RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: POTAMKIN RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: POTAMKIN RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: POTAMKIN RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: POTAMKIN RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: POTAMKIN RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: POTAMKIN RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: POTAMKIN RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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