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THE POTTER S HOUSE 401(K) SAVINGS PLAN 401k Plan overview

Plan NameTHE POTTER S HOUSE 401(K) SAVINGS PLAN
Plan identification number 001

THE POTTER S HOUSE 401(K) SAVINGS 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.

401k Sponsoring company profile

THE POTTER S HOUSE OF DALLAS, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE POTTER S HOUSE OF DALLAS, INC.
Employer identification number (EIN):311506712
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE POTTER S HOUSE 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01SUSAN MCCARTHY2022-10-13
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DARWIN BRUCE
0012016-01-01DARWIN BRUCE
0012015-01-01DARWIN BRUCE
0012014-01-01DARWIN BRUCE
0012013-01-01DARWIN BRUCE
0012012-01-01DARWIN BRUCE
0012011-01-01DARWIN BRUCE
0012009-01-01DARWIN BRUCE

Plan Statistics for THE POTTER S HOUSE 401(K) SAVINGS PLAN

401k plan membership statisitcs for THE POTTER S HOUSE 401(K) SAVINGS PLAN

Measure Date Value
2023: THE POTTER S HOUSE 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01378
Total number of active participants reported on line 7a of the Form 55002023-01-01327
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0175
Total of all active and inactive participants2023-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-014
Total participants2023-01-01406
Number of participants with account balances2023-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: THE POTTER S HOUSE 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01333
Total number of active participants reported on line 7a of the Form 55002022-01-01293
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0181
Total of all active and inactive participants2022-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01378
Number of participants with account balances2022-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE POTTER S HOUSE 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01348
Total number of active participants reported on line 7a of the Form 55002021-01-01267
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0162
Total of all active and inactive participants2021-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01333
Number of participants with account balances2021-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE POTTER S HOUSE 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01328
Total number of active participants reported on line 7a of the Form 55002020-01-01294
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01348
Number of participants with account balances2020-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: THE POTTER S HOUSE 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01332
Total number of active participants reported on line 7a of the Form 55002019-01-01282
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01328
Number of participants with account balances2019-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: THE POTTER S HOUSE 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01347
Total number of active participants reported on line 7a of the Form 55002018-01-01286
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01332
Number of participants with account balances2018-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: THE POTTER S HOUSE 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01336
Total number of active participants reported on line 7a of the Form 55002017-01-01303
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01347
Number of participants with account balances2017-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: THE POTTER S HOUSE 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01308
Total number of active participants reported on line 7a of the Form 55002016-01-01301
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01336
Number of participants with account balances2016-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: THE POTTER S HOUSE 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01296
Total number of active participants reported on line 7a of the Form 55002015-01-01279
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01308
Number of participants with account balances2015-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0133
2014: THE POTTER S HOUSE 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01244
Total number of active participants reported on line 7a of the Form 55002014-01-01266
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01296
Number of participants with account balances2014-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: THE POTTER S HOUSE 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01267
Total number of active participants reported on line 7a of the Form 55002013-01-01227
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01244
Number of participants with account balances2013-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: THE POTTER S HOUSE 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01253
Total number of active participants reported on line 7a of the Form 55002012-01-01241
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01267
Number of participants with account balances2012-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: THE POTTER S HOUSE 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01253
Total number of active participants reported on line 7a of the Form 55002011-01-01212
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0141
Total of all active and inactive participants2011-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01253
Number of participants with account balances2011-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0134
2009: THE POTTER S HOUSE 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01309
Total number of active participants reported on line 7a of the Form 55002009-01-01224
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0169
Total of all active and inactive participants2009-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01293
Number of participants with account balances2009-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on THE POTTER S HOUSE 401(K) SAVINGS PLAN

Measure Date Value
2023 : THE POTTER S HOUSE 401(K) SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$3,810,987
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$651,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$639,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,850,806
Value of total assets at end of year2023-12-31$13,614,913
Value of total assets at beginning of year2023-12-31$10,455,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$11,895
Total interest from all sources2023-12-31$54,559
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$355,129
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$355,129
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$978,290
Participant contributions at end of year2023-12-31$493,496
Participant contributions at beginning of year2023-12-31$465,831
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$11,400
Total non interest bearing cash at end of year2023-12-31$88,369
Total non interest bearing cash at beginning of year2023-12-31$73,500
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$3,159,194
Value of net assets at end of year (total assets less liabilities)2023-12-31$13,614,913
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$10,455,719
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$12,075,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$9,044,612
Interest on participant loans2023-12-31$35,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$957,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$871,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$871,776
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$18,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,550,493
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$861,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$639,898
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 name2023-12-31WHITLEY PENN LLP
Accountancy firm EIN2023-12-31752393478
2022 : THE POTTER S HOUSE 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-297,206
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$648,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$638,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,517,650
Value of total assets at end of year2022-12-31$10,455,719
Value of total assets at beginning of year2022-12-31$11,401,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,530
Total interest from all sources2022-12-31$30,345
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$219,455
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$219,455
Administrative expenses professional fees incurred2022-12-31$10,530
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$793,641
Participant contributions at end of year2022-12-31$465,831
Participant contributions at beginning of year2022-12-31$457,031
Participant contributions at beginning of year2022-12-31$27,953
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$37,570
Total non interest bearing cash at end of year2022-12-31$73,500
Total non interest bearing cash at beginning of year2022-12-31$799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-945,972
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,455,719
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,401,691
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$9,044,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,252,370
Interest on participant loans2022-12-31$25,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$871,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$639,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$639,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$4,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,064,656
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
Contributions received in cash from employer2022-12-31$686,439
Employer contributions (assets) at beginning of year2022-12-31$24,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$638,236
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 name2022-12-31WHITLEY PENN, LLP
Accountancy firm EIN2022-12-31752393478
2021 : THE POTTER S HOUSE 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,653,981
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$822,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$810,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,368,543
Value of total assets at end of year2021-12-31$11,401,691
Value of total assets at beginning of year2021-12-31$9,570,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,401
Total interest from all sources2021-12-31$26,517
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,236,350
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$1,236,350
Administrative expenses professional fees incurred2021-12-31$12,401
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$727,178
Participant contributions at end of year2021-12-31$457,031
Participant contributions at beginning of year2021-12-31$442,445
Participant contributions at end of year2021-12-31$27,953
Participant contributions at beginning of year2021-12-31$26,826
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,150
Total non interest bearing cash at end of year2021-12-31$799
Total non interest bearing cash at beginning of year2021-12-31$788
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$1,831,318
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,401,691
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,570,373
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$10,252,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,021,411
Interest on participant loans2021-12-31$25,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$639,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,055,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,055,483
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$22,571
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$632,215
Employer contributions (assets) at end of year2021-12-31$24,260
Employer contributions (assets) at beginning of year2021-12-31$23,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$810,262
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 name2021-12-31WHITLEY PENN, LLP
Accountancy firm EIN2021-12-31752393478
2020 : THE POTTER S HOUSE 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$2,784,552
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,311,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,294,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,355,973
Value of total assets at end of year2020-12-31$9,570,373
Value of total assets at beginning of year2020-12-31$8,097,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,926
Total interest from all sources2020-12-31$32,238
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$333,326
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$333,326
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$681,009
Participant contributions at end of year2020-12-31$442,445
Participant contributions at beginning of year2020-12-31$433,120
Participant contributions at end of year2020-12-31$26,826
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$68,121
Total non interest bearing cash at end of year2020-12-31$788
Total non interest bearing cash at beginning of year2020-12-31$2,518
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$1,472,962
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,570,373
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,097,411
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$8,021,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,169,268
Interest on participant loans2020-12-31$30,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,055,483
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$492,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$492,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,063,015
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$606,843
Employer contributions (assets) at end of year2020-12-31$23,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,294,664
Contract administrator fees2020-12-31$16,926
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 name2020-12-31WHITLEY PENN, LLP
Accountancy firm EIN2020-12-31752393478
2019 : THE POTTER S HOUSE 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$2,715,153
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,264,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,244,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,236,165
Value of total assets at end of year2019-12-31$8,097,411
Value of total assets at beginning of year2019-12-31$6,647,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,494
Total interest from all sources2019-12-31$40,348
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$387,241
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$387,241
Administrative expenses professional fees incurred2019-12-31$20,494
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$535,344
Participant contributions at end of year2019-12-31$433,120
Participant contributions at beginning of year2019-12-31$417,327
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$117,858
Total non interest bearing cash at end of year2019-12-31$2,518
Total non interest bearing cash at beginning of year2019-12-31$863
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$1,450,217
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,097,411
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,647,194
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$7,169,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,332,413
Interest on participant loans2019-12-31$30,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$492,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$896,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$896,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,051,399
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$582,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,244,442
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 name2019-12-31WHITLEY PENN, LLP
Accountancy firm EIN2019-12-31752393478
2018 : THE POTTER S HOUSE 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$1,737
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$819,432
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$725,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$706,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,082,650
Value of total assets at end of year2018-12-31$6,647,194
Value of total assets at beginning of year2018-12-31$6,555,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,784
Total interest from all sources2018-12-31$30,339
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$541,698
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$541,698
Administrative expenses professional fees incurred2018-12-31$18,784
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$547,247
Participant contributions at end of year2018-12-31$417,327
Participant contributions at beginning of year2018-12-31$314,788
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$31,643
Total non interest bearing cash at end of year2018-12-31$863
Total non interest bearing cash at beginning of year2018-12-31$843
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$93,743
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,647,194
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,555,188
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$5,332,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,893,317
Interest on participant loans2018-12-31$24,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$896,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$346,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$346,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-835,255
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$503,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$706,905
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 name2018-12-31WHITLEY PENN LLP
Accountancy firm EIN2018-12-31752393478
2017 : THE POTTER S HOUSE 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$442,747
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$2,194,725
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$630,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$607,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,188,541
Value of total assets at end of year2017-12-31$6,555,188
Value of total assets at beginning of year2017-12-31$5,434,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,737
Total interest from all sources2017-12-31$20,603
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$459,058
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$459,058
Administrative expenses professional fees incurred2017-12-31$23,737
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$574,332
Participant contributions at end of year2017-12-31$314,788
Participant contributions at beginning of year2017-12-31$369,958
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$74,569
Other income not declared elsewhere2017-12-31$2,649
Total non interest bearing cash at end of year2017-12-31$843
Total non interest bearing cash at beginning of year2017-12-31$780
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$1,563,807
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,555,188
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,434,128
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$5,893,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,680,411
Interest on participant loans2017-12-31$17,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$346,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$382,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$382,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$523,874
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$539,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$607,181
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 name2017-12-31WHITLEY PENN LLP
Accountancy firm EIN2017-12-31752393478
2016 : THE POTTER S HOUSE 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$1,020,545
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$234,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$209,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$762,033
Value of total assets at end of year2016-12-31$5,434,128
Value of total assets at beginning of year2016-12-31$4,648,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,805
Total interest from all sources2016-12-31$20,780
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$129,174
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$129,174
Administrative expenses professional fees incurred2016-12-31$24,805
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$525,697
Participant contributions at end of year2016-12-31$369,958
Participant contributions at beginning of year2016-12-31$375,739
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other income not declared elsewhere2016-12-31$2,250
Total non interest bearing cash at end of year2016-12-31$780
Total non interest bearing cash at beginning of year2016-12-31$2,281
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$785,862
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,434,128
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,648,266
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$4,680,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,868,319
Interest on participant loans2016-12-31$19,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$382,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$401,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$401,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$106,308
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$236,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$209,878
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 name2016-12-31WHITLEY PENN LLP
Accountancy firm EIN2016-12-31752393478
2015 : THE POTTER S HOUSE 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$759,177
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$352,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$329,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$754,732
Value of total assets at end of year2015-12-31$4,648,266
Value of total assets at beginning of year2015-12-31$4,241,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,936
Total interest from all sources2015-12-31$18,611
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$267,144
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$267,144
Administrative expenses professional fees incurred2015-12-31$22,936
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$479,570
Participant contributions at end of year2015-12-31$375,739
Participant contributions at beginning of year2015-12-31$312,978
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$55,989
Total non interest bearing cash at end of year2015-12-31$2,281
Total non interest bearing cash at beginning of year2015-12-31$997
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$406,790
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,648,266
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,241,476
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$3,868,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,654,382
Interest on participant loans2015-12-31$18,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$401,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$273,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$273,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-281,310
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$219,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$329,451
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 name2015-12-31FISH & DAVIS, P.C.
Accountancy firm EIN2015-12-31751706222
2014 : THE POTTER S HOUSE 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$5,223
Total income from all sources (including contributions)2014-12-31$971,423
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$419,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$394,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$739,219
Value of total assets at end of year2014-12-31$4,241,476
Value of total assets at beginning of year2014-12-31$3,695,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,315
Total interest from all sources2014-12-31$16,954
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$300,933
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$300,933
Administrative expenses professional fees incurred2014-12-31$25,315
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$394,677
Participant contributions at end of year2014-12-31$312,978
Participant contributions at beginning of year2014-12-31$303,996
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$51,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,223
Other income not declared elsewhere2014-12-31$21,909
Total non interest bearing cash at end of year2014-12-31$997
Total non interest bearing cash at beginning of year2014-12-31$27,392
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$551,654
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,241,476
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,689,822
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$3,654,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,065,458
Interest on participant loans2014-12-31$16,683
Interest earned on other investments2014-12-31$271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$273,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$298,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$298,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-107,592
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$293,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$394,454
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 name2014-12-31FISH & DAVIS P.C.
Accountancy firm EIN2014-12-31751706222
2013 : THE POTTER S HOUSE 401(K) SAVINGS 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$5,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,524
Total income from all sources (including contributions)2013-12-31$949,588
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$243,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$233,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$468,541
Value of total assets at end of year2013-12-31$3,695,045
Value of total assets at beginning of year2013-12-31$2,988,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,288
Total interest from all sources2013-12-31$16,532
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$143,658
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$143,658
Administrative expenses professional fees incurred2013-12-31$10,288
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$310,732
Participant contributions at end of year2013-12-31$303,996
Participant contributions at beginning of year2013-12-31$268,817
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,524
Total non interest bearing cash at end of year2013-12-31$27,392
Total non interest bearing cash at beginning of year2013-12-31$24,576
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$706,194
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,689,822
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,983,628
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$3,065,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,396,986
Interest on participant loans2013-12-31$16,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$298,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$297,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$297,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$320,857
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$144,905
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$233,106
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 name2013-12-31FISH & DAVIS P.C.
Accountancy firm EIN2013-12-31751706222
2012 : THE POTTER S HOUSE 401(K) SAVINGS 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$4,524
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$634
Total income from all sources (including contributions)2012-12-31$695,982
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$199,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$178,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$449,115
Value of total assets at end of year2012-12-31$2,988,152
Value of total assets at beginning of year2012-12-31$2,487,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,016
Total interest from all sources2012-12-31$15,421
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$88,370
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$88,370
Administrative expenses professional fees incurred2012-12-31$21,016
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$297,275
Participant contributions at end of year2012-12-31$268,817
Participant contributions at beginning of year2012-12-31$282,959
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$9,580
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,524
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$24,576
Total non interest bearing cash at beginning of year2012-12-31$2,975
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$496,547
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,983,628
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,487,081
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$2,396,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,808,935
Interest on participant loans2012-12-31$15,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$297,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$378,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$378,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$143,076
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$139,604
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$4,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$178,419
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$634
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 name2012-12-31FISH & DAVIS P.C.
Accountancy firm EIN2012-12-31751706222
2011 : THE POTTER S HOUSE 401(K) SAVINGS 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$634
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$348,120
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$206,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$192,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$380,780
Value of total assets at end of year2011-12-31$2,487,715
Value of total assets at beginning of year2011-12-31$2,345,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,238
Total interest from all sources2011-12-31$14,057
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$59,361
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$59,361
Administrative expenses professional fees incurred2011-12-31$13,238
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$259,543
Participant contributions at end of year2011-12-31$282,959
Participant contributions at beginning of year2011-12-31$282,727
Participant contributions at end of year2011-12-31$9,580
Participant contributions at beginning of year2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$2,975
Total non interest bearing cash at beginning of year2011-12-31$4,512
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$141,989
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,487,081
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,345,092
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$1,808,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,800,473
Interest on participant loans2011-12-31$14,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$378,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$257,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$257,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-106,078
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$121,237
Employer contributions (assets) at end of year2011-12-31$4,613
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$192,893
Liabilities. Value of benefit claims payable at end of year2011-12-31$634
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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 name2011-12-31FISH & DAVIS, PC
Accountancy firm EIN2011-12-31751706222
2010 : THE POTTER S HOUSE 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$562,070
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$286,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$267,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$338,109
Value of total assets at end of year2010-12-31$2,345,092
Value of total assets at beginning of year2010-12-31$2,069,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,466
Total interest from all sources2010-12-31$16,164
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$36,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$36,956
Administrative expenses professional fees incurred2010-12-31$19,466
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$230,986
Participant contributions at end of year2010-12-31$282,727
Participant contributions at beginning of year2010-12-31$228,915
Participant contributions at beginning of year2010-12-31$7,897
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$4,512
Total non interest bearing cash at beginning of year2010-12-31$3,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$275,109
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,345,092
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,069,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,800,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,585,949
Interest on participant loans2010-12-31$16,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$257,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$240,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$240,076
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$66
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$170,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$107,123
Employer contributions (assets) at beginning of year2010-12-31$3,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$267,495
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31RATLIFF & ACCOCIATES PC
Accountancy firm EIN2010-12-31263806553
2009 : THE POTTER S HOUSE 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE POTTER S HOUSE 401(K) SAVINGS PLAN

2023: THE POTTER S HOUSE 401(K) SAVINGS 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: THE POTTER S HOUSE 401(K) SAVINGS 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: THE POTTER S HOUSE 401(K) SAVINGS 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: THE POTTER S HOUSE 401(K) SAVINGS 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: THE POTTER S HOUSE 401(K) SAVINGS 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
2018: THE POTTER S HOUSE 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE POTTER S HOUSE 401(K) SAVINGS 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: THE POTTER S HOUSE 401(K) SAVINGS 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: THE POTTER S HOUSE 401(K) SAVINGS 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: THE POTTER S HOUSE 401(K) SAVINGS 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: THE POTTER S HOUSE 401(K) SAVINGS 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: THE POTTER S HOUSE 401(K) SAVINGS 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: THE POTTER S HOUSE 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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
2009: THE POTTER S HOUSE 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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