401k Plan data: POTTER EMPLOYEES 401K PLAN plan

POTTER EMPLOYEES 401K PLAN 401k Plan overview

Plan Name	POTTER EMPLOYEES 401K PLAN
Plan identification number	002

POTTER EMPLOYEES 401K PLAN Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

POTTER ELECTRIC SIGNAL COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: POTTER ELECTRIC SIGNAL COMPANY, LLC

Employer identification number (EIN): 261433742

NAIC Classification: 335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POTTER EMPLOYEES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KELI WATSON 2024-10-15 KELI WATSON 2024-10-15
002 2022-01-01 KELI WATSON 2023-10-13 KELI WATSON 2023-10-13
002 2021-01-01 LAUREN APPELBAUM 2022-10-13 CLIFFORD PETERSON 2022-10-13
002 2020-01-01 TOM APPLEGARTH 2021-10-11 CLIFFORD PETERSON 2021-10-11
002 2019-01-01 TOM APPLEGARTH 2020-10-08 CLIFFORD PETERSON 2020-10-08
002 2018-01-01 JULIE RANDOLPH 2019-10-14 CLIFFORD PETERSON 2019-10-14
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 JULIE RANDOLPH
002 2013-01-01 JULIE RANDOLPH 2014-07-10
002 2012-01-01 JULIE RANDOLPH 2013-07-29
002 2011-01-01 JULIE RANDOLPH 2012-07-31
002 2010-01-01 JULIE RANDOLPH 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	KELI WATSON	2024-10-15	KELI WATSON	2024-10-15
002	2022-01-01	KELI WATSON	2023-10-13	KELI WATSON	2023-10-13
002	2021-01-01	LAUREN APPELBAUM	2022-10-13	CLIFFORD PETERSON	2022-10-13
002	2020-01-01	TOM APPLEGARTH	2021-10-11	CLIFFORD PETERSON	2021-10-11
002	2019-01-01	TOM APPLEGARTH	2020-10-08	CLIFFORD PETERSON	2020-10-08
002	2018-01-01	JULIE RANDOLPH	2019-10-14	CLIFFORD PETERSON	2019-10-14
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	JULIE RANDOLPH
002	2013-01-01	JULIE RANDOLPH	2014-07-10
002	2012-01-01	JULIE RANDOLPH	2013-07-29
002	2011-01-01	JULIE RANDOLPH	2012-07-31
002	2010-01-01	JULIE RANDOLPH	2011-07-28

Plan Statistics for POTTER EMPLOYEES 401K PLAN

401k plan membership statisitcs for POTTER EMPLOYEES 401K PLAN

Measure Date Value
2023: POTTER EMPLOYEES 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 201
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 48
Total of all active and inactive participants 2023-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 249
Number of participants with account balances 2023-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: POTTER EMPLOYEES 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 198
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 55
Total of all active and inactive participants 2022-01-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 253
Number of participants with account balances 2022-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: POTTER EMPLOYEES 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 186
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 40
Total of all active and inactive participants 2021-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 226
Number of participants with account balances 2021-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 24
2020: POTTER EMPLOYEES 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 181
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 24
Total of all active and inactive participants 2020-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 205
Number of participants with account balances 2020-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 28
2019: POTTER EMPLOYEES 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 164
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 185
Number of participants with account balances 2019-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: POTTER EMPLOYEES 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 146
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 22
Total of all active and inactive participants 2018-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 168
Number of participants with account balances 2018-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: POTTER EMPLOYEES 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 132
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 20
Total of all active and inactive participants 2017-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 153
Number of participants with account balances 2017-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2016: POTTER EMPLOYEES 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 127
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 20
Total of all active and inactive participants 2016-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 148
Number of participants with account balances 2016-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: POTTER EMPLOYEES 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 120
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 16
Total of all active and inactive participants 2015-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 137
Number of participants with account balances 2015-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: POTTER EMPLOYEES 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 105
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 15
Total of all active and inactive participants 2014-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 120
Number of participants with account balances 2014-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3

Measure	Date	Value
2023: POTTER EMPLOYEES 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	201
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	48
Total of all active and inactive participants	2023-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	249
Number of participants with account balances	2023-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: POTTER EMPLOYEES 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	198
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	55
Total of all active and inactive participants	2022-01-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	253
Number of participants with account balances	2022-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: POTTER EMPLOYEES 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	186
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	40
Total of all active and inactive participants	2021-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	226
Number of participants with account balances	2021-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	24
2020: POTTER EMPLOYEES 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	181
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	24
Total of all active and inactive participants	2020-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	205
Number of participants with account balances	2020-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	28
2019: POTTER EMPLOYEES 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	164
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	185
Number of participants with account balances	2019-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: POTTER EMPLOYEES 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	146
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	22
Total of all active and inactive participants	2018-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	168
Number of participants with account balances	2018-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: POTTER EMPLOYEES 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	132
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	20
Total of all active and inactive participants	2017-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	153
Number of participants with account balances	2017-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2016: POTTER EMPLOYEES 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	127
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	20
Total of all active and inactive participants	2016-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	148
Number of participants with account balances	2016-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: POTTER EMPLOYEES 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	120
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	16
Total of all active and inactive participants	2015-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	137
Number of participants with account balances	2015-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: POTTER EMPLOYEES 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	105
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	15
Total of all active and inactive participants	2014-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	120
Number of participants with account balances	2014-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3

Financial Data on POTTER EMPLOYEES 401K PLAN

Measure	Date	Value
2023 : POTTER EMPLOYEES 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$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	$5,505,165
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,315,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,315,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,258,206
Value of total assets at end of year	2023-12-31	$21,990,887
Value of total assets at beginning of year	2023-12-31	$18,801,675
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$25
Total interest from all sources	2023-12-31	$12,383
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$527,334
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$527,334
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,478,157
Participant contributions at end of year	2023-12-31	$210,463
Participant contributions at beginning of year	2023-12-31	$151,633
Participant contributions at end of year	2023-12-31	$18,398
Participant contributions at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$154,953
Administrative expenses (other) incurred	2023-12-31	$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$3,189,212
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$21,990,887
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$18,801,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$20,880,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$16,651,192
Interest on participant loans	2023-12-31	$12,383
Value of interest in common/collective trusts at end of year	2023-12-31	$876,660
Value of interest in common/collective trusts at beginning of year	2023-12-31	$1,993,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,658,026
Net investment gain or loss from common/collective trusts	2023-12-31	$49,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$625,096
Employer contributions (assets) at end of year	2023-12-31	$4,924
Employer contributions (assets) at beginning of year	2023-12-31	$5,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,315,928
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	Yes
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	RSM US LLP
Accountancy firm EIN	2023-12-31	420714325
2022 : POTTER EMPLOYEES 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-2,129,258
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,509,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,509,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,070,663
Value of total assets at end of year	2022-12-31	$18,801,675
Value of total assets at beginning of year	2022-12-31	$22,440,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$5,042
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$577,145
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$577,145
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,456,536
Participant contributions at end of year	2022-12-31	$151,633
Participant contributions at beginning of year	2022-12-31	$103,604
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$16,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,638,412
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,801,675
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,440,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$16,651,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$21,408,391
Interest on participant loans	2022-12-31	$5,042
Value of interest in common/collective trusts at end of year	2022-12-31	$1,993,607
Value of interest in common/collective trusts at beginning of year	2022-12-31	$928,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,810,454
Net investment gain or loss from common/collective trusts	2022-12-31	$28,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$597,988
Employer contributions (assets) at end of year	2022-12-31	$5,243
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,509,154
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	RSM US LLP
Accountancy firm EIN	2022-12-31	420714325
2021 : POTTER EMPLOYEES 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$4,985,734
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,977,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,977,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,904,648
Value of total assets at end of year	2021-12-31	$22,440,087
Value of total assets at beginning of year	2021-12-31	$19,431,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$4,324
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,366,224
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,366,224
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,353,431
Participant contributions at end of year	2021-12-31	$103,604
Participant contributions at beginning of year	2021-12-31	$99,825
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$147,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,008,523
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,440,087
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,431,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$21,408,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$18,350,719
Interest on participant loans	2021-12-31	$4,324
Value of interest in common/collective trusts at end of year	2021-12-31	$928,092
Value of interest in common/collective trusts at beginning of year	2021-12-31	$981,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,696,817
Net investment gain or loss from common/collective trusts	2021-12-31	$13,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$403,768
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,977,211
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	RSM US LLP
Accountancy firm EIN	2021-12-31	420714325
2020 : POTTER EMPLOYEES 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$4,849,447
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,463,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,463,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,727,785
Value of total assets at end of year	2020-12-31	$19,431,564
Value of total assets at beginning of year	2020-12-31	$18,045,344
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$6,064
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$732,411
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$732,411
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,312,215
Participant contributions at end of year	2020-12-31	$99,825
Participant contributions at beginning of year	2020-12-31	$115,236
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$24,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,386,220
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,431,564
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$18,045,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$18,350,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$16,744,400
Interest on participant loans	2020-12-31	$6,064
Value of interest in common/collective trusts at end of year	2020-12-31	$981,020
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,185,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,362,359
Net investment gain or loss from common/collective trusts	2020-12-31	$20,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$391,098
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,463,227
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	RSM US LLP
Accountancy firm EIN	2020-12-31	420714325
2019 : POTTER EMPLOYEES 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$5,235,072
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$2,524,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,524,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,679,358
Value of total assets at end of year	2019-12-31	$18,045,344
Value of total assets at beginning of year	2019-12-31	$15,334,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$7,222
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$707,412
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$707,412
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,160,712
Participant contributions at end of year	2019-12-31	$115,236
Participant contributions at beginning of year	2019-12-31	$139,829
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$167,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,711,048
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$18,045,344
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$15,334,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$16,744,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,924,382
Interest on participant loans	2019-12-31	$7,222
Value of interest in common/collective trusts at end of year	2019-12-31	$1,185,708
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,270,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,814,559
Net investment gain or loss from common/collective trusts	2019-12-31	$26,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$351,515
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,524,024
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325
2018 : POTTER EMPLOYEES 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$2,542,633
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,974,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,974,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,684,684
Value of total assets at end of year	2018-12-31	$15,334,296
Value of total assets at beginning of year	2018-12-31	$15,766,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$6,876
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$973,896
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$973,896
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,059,819
Participant contributions at end of year	2018-12-31	$139,829
Participant contributions at beginning of year	2018-12-31	$167,799
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,314,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-431,995
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$15,334,296
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,766,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,924,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$14,054,593
Interest on participant loans	2018-12-31	$6,876
Value of interest in common/collective trusts at end of year	2018-12-31	$1,270,085
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,543,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,149,190
Net investment gain or loss from common/collective trusts	2018-12-31	$26,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$310,829
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,974,628
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	RSM US LLP
Accountancy firm EIN	2018-12-31	420714325
2017 : POTTER EMPLOYEES 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$3,442,552
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$972,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$972,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,228,945
Value of total assets at end of year	2017-12-31	$15,766,291
Value of total assets at beginning of year	2017-12-31	$13,296,663
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$7,665
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$643,842
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$643,842
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$927,936
Participant contributions at end of year	2017-12-31	$167,799
Participant contributions at beginning of year	2017-12-31	$191,382
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$11,470
Value of net income/loss	2017-12-31	$2,469,628
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,766,291
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,296,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$14,054,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,645,734
Interest on participant loans	2017-12-31	$7,665
Value of interest in common/collective trusts at end of year	2017-12-31	$1,543,899
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,459,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,530,246
Net investment gain or loss from common/collective trusts	2017-12-31	$31,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$289,539
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$972,924
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	RSM US LLP
Accountancy firm EIN	2017-12-31	420714325
2016 : POTTER EMPLOYEES 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$2,360,812
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$383,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$383,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,218,755
Value of total assets at end of year	2016-12-31	$13,296,663
Value of total assets at beginning of year	2016-12-31	$11,319,210
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$57
Total interest from all sources	2016-12-31	$8,852
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$318,846
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$318,846
Administrative expenses professional fees incurred	2016-12-31	$57
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$866,205
Participant contributions at end of year	2016-12-31	$191,382
Participant contributions at beginning of year	2016-12-31	$197,748
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$25,725
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$80,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,977,453
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,296,663
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,319,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$11,645,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,834,243
Interest on participant loans	2016-12-31	$8,852
Value of interest in common/collective trusts at end of year	2016-12-31	$1,459,547
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,169,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$787,329
Net investment gain or loss from common/collective trusts	2016-12-31	$27,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$271,748
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$92,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$383,302
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	KERBER, ECK & BRACKEL, LLP
Accountancy firm EIN	2016-12-31	430352985
2015 : POTTER EMPLOYEES 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$1,016,144
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$106,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$106,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,101,649
Value of total assets at end of year	2015-12-31	$11,319,210
Value of total assets at beginning of year	2015-12-31	$10,409,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$84
Total interest from all sources	2015-12-31	$8,547
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$530,839
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$530,839
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$661,132
Participant contributions at end of year	2015-12-31	$197,748
Participant contributions at beginning of year	2015-12-31	$187,130
Participant contributions at end of year	2015-12-31	$25,725
Participant contributions at beginning of year	2015-12-31	$28,298
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$200,570
Administrative expenses (other) incurred	2015-12-31	$84
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$909,656
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,319,210
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,409,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,834,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,183,826
Interest on participant loans	2015-12-31	$8,547
Value of interest in common/collective trusts at end of year	2015-12-31	$1,169,172
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,003,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-647,010
Net investment gain or loss from common/collective trusts	2015-12-31	$22,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$239,947
Employer contributions (assets) at end of year	2015-12-31	$92,322
Employer contributions (assets) at beginning of year	2015-12-31	$6,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$106,404
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	KERBER, ECK & BRACKEL, LLP
Accountancy firm EIN	2015-12-31	430352985
2014 : POTTER EMPLOYEES 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$1,621,723
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,018,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,018,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$810,141
Value of total assets at end of year	2014-12-31	$10,409,554
Value of total assets at beginning of year	2014-12-31	$10,806,699
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$13
Total interest from all sources	2014-12-31	$8,274
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$513,191
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$513,191
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$616,015
Participant contributions at end of year	2014-12-31	$187,130
Participant contributions at beginning of year	2014-12-31	$186,220
Participant contributions at end of year	2014-12-31	$28,298
Participant contributions at beginning of year	2014-12-31	$9,446
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$39,661
Administrative expenses (other) incurred	2014-12-31	$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-397,145
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,409,554
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$10,806,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,183,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$9,889,535
Interest on participant loans	2014-12-31	$8,274
Value of interest in common/collective trusts at end of year	2014-12-31	$1,003,306
Value of interest in common/collective trusts at beginning of year	2014-12-31	$719,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$273,970
Net investment gain or loss from common/collective trusts	2014-12-31	$16,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$154,465
Employer contributions (assets) at end of year	2014-12-31	$6,994
Employer contributions (assets) at beginning of year	2014-12-31	$2,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,018,855
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	KERBER, ECK & BRACKEL, LLP
Accountancy firm EIN	2014-12-31	430352985

Form 5500 Responses for POTTER EMPLOYEES 401K PLAN

2023: POTTER EMPLOYEES 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: POTTER EMPLOYEES 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: POTTER EMPLOYEES 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: POTTER EMPLOYEES 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: POTTER EMPLOYEES 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: POTTER EMPLOYEES 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: POTTER EMPLOYEES 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: POTTER EMPLOYEES 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: POTTER EMPLOYEES 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: POTTER EMPLOYEES 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	POTTER ELECTRIC SIGNAL COMPANY, LLC
Employer identification number (EIN):	261433742
NAIC Classification:	335900