401k Plan data: POTTER HOLDINGS, INC. 401K PLAN plan

POTTER HOLDINGS, INC. 401K PLAN 401k Plan overview

Plan Name	POTTER HOLDINGS, INC. 401K PLAN
Plan identification number	002

POTTER HOLDINGS, INC. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

POTTER HOLDINGS INC has sponsored the creation of one or more 401k plans.

Company Name: POTTER HOLDINGS INC

Employer identification number (EIN): 751868716

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POTTER HOLDINGS, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JOHN CAFFEY
002 2016-01-01 JOHN CAFFEY
002 2015-01-01 JOHN CAFFEY
002 2014-01-01 JOHN CAFFEY
002 2013-01-01 JOHN CAFFEY
002 2012-01-01 JOHN CAFFEY
002 2011-01-01 JOHN CAFFEY
002 2010-01-01 JOHN CAFFEY
002 2009-01-01 JOHN CAFFEY

Plan Statistics for POTTER HOLDINGS, INC. 401K PLAN

401k plan membership statisitcs for POTTER HOLDINGS, INC. 401K PLAN

Measure Date Value
2022: POTTER HOLDINGS, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 456
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 435
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 0
Total of all active and inactive participants 2022-01-01 435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 435
Number of participants with account balances 2022-01-01 432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: POTTER HOLDINGS, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 501
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 455
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 0
Total of all active and inactive participants 2021-01-01 455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 456
Number of participants with account balances 2021-01-01 414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: POTTER HOLDINGS, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 651
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 501
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 0
Total of all active and inactive participants 2020-01-01 501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 501
Number of participants with account balances 2020-01-01 420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: POTTER HOLDINGS, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 529
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 651
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 0
Total of all active and inactive participants 2019-01-01 651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 651
Number of participants with account balances 2019-01-01 441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: POTTER HOLDINGS, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 600
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 528
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 0
Total of all active and inactive participants 2018-01-01 528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 529
Number of participants with account balances 2018-01-01 488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: POTTER HOLDINGS, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 725
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 600
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 600
Number of participants with account balances 2017-01-01 534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 26
2016: POTTER HOLDINGS, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 858
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 620
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 105
Total of all active and inactive participants 2016-01-01 725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 725
Number of participants with account balances 2016-01-01 637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: POTTER HOLDINGS, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,052
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 759
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 99
Total of all active and inactive participants 2015-01-01 858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 858
Number of participants with account balances 2015-01-01 858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 19
2014: POTTER HOLDINGS, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 673
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,036
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 16
Total of all active and inactive participants 2014-01-01 1,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,052
Number of participants with account balances 2014-01-01 992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8
2013: POTTER HOLDINGS, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 599
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 657
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 16
Total of all active and inactive participants 2013-01-01 673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 673
Number of participants with account balances 2013-01-01 521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 12
2012: POTTER HOLDINGS, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 606
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 582
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 17
Total of all active and inactive participants 2012-01-01 599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 599
Number of participants with account balances 2012-01-01 512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 44
2011: POTTER HOLDINGS, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 442
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 606
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 606
Number of participants with account balances 2011-01-01 545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 19
2010: POTTER HOLDINGS, INC. 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 421
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 441
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 442
Number of participants with account balances 2010-01-01 367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 30
2009: POTTER HOLDINGS, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 815
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 419
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 420
Number of participants with account balances 2009-01-01 420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 91

Measure	Date	Value
2022: POTTER HOLDINGS, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	456
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	435
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	0
Total of all active and inactive participants	2022-01-01	435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	435
Number of participants with account balances	2022-01-01	432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: POTTER HOLDINGS, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	501
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	455
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	0
Total of all active and inactive participants	2021-01-01	455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	456
Number of participants with account balances	2021-01-01	414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: POTTER HOLDINGS, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	651
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	501
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	0
Total of all active and inactive participants	2020-01-01	501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	501
Number of participants with account balances	2020-01-01	420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: POTTER HOLDINGS, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	529
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	651
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	0
Total of all active and inactive participants	2019-01-01	651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	651
Number of participants with account balances	2019-01-01	441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: POTTER HOLDINGS, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	600
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	528
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	0
Total of all active and inactive participants	2018-01-01	528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	529
Number of participants with account balances	2018-01-01	488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: POTTER HOLDINGS, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	725
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	600
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	600
Number of participants with account balances	2017-01-01	534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	26
2016: POTTER HOLDINGS, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	858
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	620
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	105
Total of all active and inactive participants	2016-01-01	725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	725
Number of participants with account balances	2016-01-01	637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: POTTER HOLDINGS, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,052
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	759
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	99
Total of all active and inactive participants	2015-01-01	858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	858
Number of participants with account balances	2015-01-01	858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	19
2014: POTTER HOLDINGS, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	673
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,036
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	16
Total of all active and inactive participants	2014-01-01	1,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,052
Number of participants with account balances	2014-01-01	992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8
2013: POTTER HOLDINGS, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	599
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	657
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	16
Total of all active and inactive participants	2013-01-01	673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	673
Number of participants with account balances	2013-01-01	521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	12
2012: POTTER HOLDINGS, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	606
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	582
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	17
Total of all active and inactive participants	2012-01-01	599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	599
Number of participants with account balances	2012-01-01	512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	44
2011: POTTER HOLDINGS, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	442
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	606
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	606
Number of participants with account balances	2011-01-01	545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	19
2010: POTTER HOLDINGS, INC. 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	421
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	441
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	442
Number of participants with account balances	2010-01-01	367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	30
2009: POTTER HOLDINGS, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	815
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	419
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	420
Number of participants with account balances	2009-01-01	420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	91

Financial Data on POTTER HOLDINGS, INC. 401K PLAN

Measure	Date	Value
2022 : POTTER HOLDINGS, INC. 401K PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
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	$6,289
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$11,616
Total income from all sources (including contributions)	2022-12-31	$-732,680
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,024,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$891,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,564,732
Value of total assets at end of year	2022-12-31	$15,112,611
Value of total assets at beginning of year	2022-12-31	$16,875,286
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$133,118
Total interest from all sources	2022-12-31	$31,642
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
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	$1,564,732
Participant contributions at end of year	2022-12-31	$946,920
Participant contributions at beginning of year	2022-12-31	$830,078
Participant contributions at end of year	2022-12-31	$21,527
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$1,133,724
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$1,273,243
Other income not declared elsewhere	2022-12-31	$-189,732
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,757,348
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$15,106,322
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$16,863,670
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
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,680,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,325,806
Interest on participant loans	2022-12-31	$31,642
Value of interest in common/collective trusts at end of year	2022-12-31	$1,330,212
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,446,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,166,371
Net investment gain or loss from common/collective trusts	2022-12-31	$27,049
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$891,550
Contract administrator fees	2022-12-31	$133,118
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$6,289
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$11,616
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	HUSELTON, MORGAN & MAULTSBY
Accountancy firm EIN	2022-12-31	752409112
2021 : POTTER HOLDINGS, INC. 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	$11,616
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	$3,469,539
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,094,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$967,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,454,239
Value of total assets at end of year	2021-12-31	$16,875,286
Value of total assets at beginning of year	2021-12-31	$14,489,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$127,420
Total interest from all sources	2021-12-31	$32,017
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,454,239
Participant contributions at end of year	2021-12-31	$830,078
Participant contributions at beginning of year	2021-12-31	$895,890
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$2,608
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$1,273,243
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$996,556
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$222,334
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$564
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	$2,374,599
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,863,670
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,489,071
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	$13,325,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,240,166
Interest on participant loans	2021-12-31	$32,017
Value of interest in common/collective trusts at end of year	2021-12-31	$1,446,159
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,353,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,736,084
Net investment gain or loss from common/collective trusts	2021-12-31	$24,865
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$967,520
Contract administrator fees	2021-12-31	$127,420
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$11,616
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
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	HUSELTON, MORGAN & MAULTSBY
Accountancy firm EIN	2021-12-31	752409112
2020 : POTTER HOLDINGS, INC. 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	$269
Total income from all sources (including contributions)	2020-12-31	$3,125,932
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,849,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,730,050
Expenses. Certain deemed distributions of participant loans	2020-12-31	$2,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,441,891
Value of total assets at end of year	2020-12-31	$14,489,071
Value of total assets at beginning of year	2020-12-31	$13,212,889
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$116,838
Total interest from all sources	2020-12-31	$31,599
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,441,891
Participant contributions at end of year	2020-12-31	$895,890
Participant contributions at beginning of year	2020-12-31	$747,959
Participant contributions at end of year	2020-12-31	$2,608
Participant contributions at beginning of year	2020-12-31	$58,841
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$996,556
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$675,897
Other income not declared elsewhere	2020-12-31	$123,771
Total non interest bearing cash at end of year	2020-12-31	$564
Total non interest bearing cash at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$1,276,451
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,489,071
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,212,620
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	$11,240,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,315,024
Interest on participant loans	2020-12-31	$31,599
Value of interest in common/collective trusts at end of year	2020-12-31	$1,353,287
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,415,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,496,750
Net investment gain or loss from common/collective trusts	2020-12-31	$31,921
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,730,050
Contract administrator fees	2020-12-31	$116,838
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$269
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	Disclaimer
Accountancy firm name	2020-12-31	HUSELTON, MORGAN & MAULTSBY
Accountancy firm EIN	2020-12-31	752409112
2019 : POTTER HOLDINGS, INC. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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	$269
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$58,137
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$58,137
Total income from all sources (including contributions)	2019-12-31	$3,362,828
Total income from all sources (including contributions)	2019-12-31	$3,362,828
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,109,536
Total of all expenses incurred	2019-12-31	$1,109,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,024,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,385,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,385,126
Value of total assets at end of year	2019-12-31	$13,212,889
Value of total assets at end of year	2019-12-31	$13,212,889
Value of total assets at beginning of year	2019-12-31	$11,017,465
Value of total assets at beginning of year	2019-12-31	$11,017,465
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$84,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$84,958
Total interest from all sources	2019-12-31	$170,170
Total interest from all sources	2019-12-31	$170,170
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,385,126
Contributions received from participants	2019-12-31	$1,385,126
Participant contributions at end of year	2019-12-31	$747,959
Participant contributions at end of year	2019-12-31	$747,959
Participant contributions at beginning of year	2019-12-31	$872,048
Participant contributions at beginning of year	2019-12-31	$872,048
Participant contributions at end of year	2019-12-31	$58,841
Participant contributions at end of year	2019-12-31	$58,841
Participant contributions at beginning of year	2019-12-31	$21,569
Participant contributions at beginning of year	2019-12-31	$21,569
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$675,897
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$675,897
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$58,137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$58,137
Other income not declared elsewhere	2019-12-31	$45,870
Other income not declared elsewhere	2019-12-31	$45,870
Administrative expenses (other) incurred	2019-12-31	$75
Administrative expenses (other) incurred	2019-12-31	$75
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
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
Income. Non cash contributions	2019-12-31	$0
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$2,253,292
Value of net income/loss	2019-12-31	$2,253,292
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,212,620
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,212,620
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,959,328
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,959,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$37,456
Investment advisory and management fees	2019-12-31	$37,456
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,315,024
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,315,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$8,163,330
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$8,163,330
Interest on participant loans	2019-12-31	$34,231
Interest on participant loans	2019-12-31	$34,231
Interest earned on other investments	2019-12-31	$135,939
Interest earned on other investments	2019-12-31	$135,939
Value of interest in common/collective trusts at end of year	2019-12-31	$1,415,168
Value of interest in common/collective trusts at end of year	2019-12-31	$1,415,168
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,960,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,960,518
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$263
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$758,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$758,155
Net investment gain/loss from pooled separate accounts	2019-12-31	$991,086
Net investment gain/loss from pooled separate accounts	2019-12-31	$991,086
Net investment gain or loss from common/collective trusts	2019-12-31	$12,421
Net investment gain or loss from common/collective trusts	2019-12-31	$12,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$0
Contributions received in cash from employer	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,024,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,024,315
Contract administrator fees	2019-12-31	$47,427
Contract administrator fees	2019-12-31	$47,427
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$269
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HUSELTON, MORGAN & MAULTSBY
Accountancy firm name	2019-12-31	HUSELTON, MORGAN & MAULTSBY
Accountancy firm EIN	2019-12-31	752409112
Accountancy firm EIN	2019-12-31	752409112
2018 : POTTER HOLDINGS, INC. 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	$58,137
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$70,232
Total income from all sources (including contributions)	2018-12-31	$813,575
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,362,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,275,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,387,816
Value of total assets at end of year	2018-12-31	$11,017,465
Value of total assets at beginning of year	2018-12-31	$12,578,955
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$87,848
Total interest from all sources	2018-12-31	$92,173
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,387,816
Participant contributions at end of year	2018-12-31	$872,048
Participant contributions at beginning of year	2018-12-31	$921,425
Participant contributions at end of year	2018-12-31	$21,569
Participant contributions at beginning of year	2018-12-31	$16,019
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$58,137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$59,176
Other income not declared elsewhere	2018-12-31	$3,515
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	$-1,549,395
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,959,328
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,508,723
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
Investment advisory and management fees	2018-12-31	$57,764
Value of interest in pooled separate accounts at end of year	2018-12-31	$8,163,330
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$9,850,460
Interest on participant loans	2018-12-31	$37,261
Interest earned on other investments	2018-12-31	$54,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,960,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,791,051
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$451
Net investment gain/loss from pooled separate accounts	2018-12-31	$-669,929
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,274,671
Contract administrator fees	2018-12-31	$30,084
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$11,056
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	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HUSELTON, MORGAN & MAULTSBY
Accountancy firm EIN	2018-12-31	752409112
2017 : POTTER HOLDINGS, INC. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$70,232
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$42,757
Total income from all sources (including contributions)	2017-12-31	$3,103,369
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,285,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,187,087
Expenses. Certain deemed distributions of participant loans	2017-12-31	$3,751
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,476,439
Value of total assets at end of year	2017-12-31	$12,578,955
Value of total assets at beginning of year	2017-12-31	$10,733,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$94,979
Total interest from all sources	2017-12-31	$82,922
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$6,379
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,473,443
Participant contributions at end of year	2017-12-31	$921,425
Participant contributions at beginning of year	2017-12-31	$872,098
Participant contributions at end of year	2017-12-31	$16,019
Participant contributions at beginning of year	2017-12-31	$21,051
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$59,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$42,757
Other income not declared elsewhere	2017-12-31	$-265
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
Value of net income/loss	2017-12-31	$1,817,552
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,508,723
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,691,171
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
Investment advisory and management fees	2017-12-31	$58,040
Value of interest in pooled separate accounts at end of year	2017-12-31	$9,850,460
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$8,050,437
Interest on participant loans	2017-12-31	$29,752
Interest earned on other investments	2017-12-31	$53,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,791,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,790,342
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$450
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,544,273
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	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,186,637
Contract administrator fees	2017-12-31	$30,560
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$11,056
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
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	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HUSELTON, MORGAN & MAULTSBY
Accountancy firm EIN	2017-12-31	752409112
2016 : POTTER HOLDINGS, INC. 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	$42,757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$7,136
Total income from all sources (including contributions)	2016-12-31	$2,195,788
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,021,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$915,547
Expenses. Certain deemed distributions of participant loans	2016-12-31	$17,260
Value of total corrective distributions	2016-12-31	$675
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,557,452
Value of total assets at end of year	2016-12-31	$10,733,928
Value of total assets at beginning of year	2016-12-31	$9,523,635
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$87,634
Total interest from all sources	2016-12-31	$80,411
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$6,050
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,550,861
Participant contributions at end of year	2016-12-31	$872,098
Participant contributions at beginning of year	2016-12-31	$950,148
Participant contributions at end of year	2016-12-31	$21,051
Participant contributions at beginning of year	2016-12-31	$26,251
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$6,591
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$42,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$7,136
Other income not declared elsewhere	2016-12-31	$-454
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$1,174,672
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,691,171
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,516,499
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
Investment advisory and management fees	2016-12-31	$50,110
Value of interest in pooled separate accounts at end of year	2016-12-31	$8,050,437
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$7,021,110
Interest on participant loans	2016-12-31	$30,746
Interest earned on other investments	2016-12-31	$49,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,790,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,526,126
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$413
Net investment gain/loss from pooled separate accounts	2016-12-31	$558,379
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
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$915,134
Contract administrator fees	2016-12-31	$31,474
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	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HUSELTON, MORGAN & MAULTSBY
Accountancy firm EIN	2016-12-31	752409112
2015 : POTTER HOLDINGS, INC. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$7,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$823
Total income from all sources (including contributions)	2015-12-31	$1,196,879
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$700,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$603,313
Expenses. Certain deemed distributions of participant loans	2015-12-31	$10,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,310,700
Value of total assets at end of year	2015-12-31	$9,523,635
Value of total assets at beginning of year	2015-12-31	$9,020,937
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$86,580
Total interest from all sources	2015-12-31	$67,202
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,310,700
Participant contributions at end of year	2015-12-31	$950,148
Participant contributions at beginning of year	2015-12-31	$718,828
Participant contributions at end of year	2015-12-31	$26,251
Participant contributions at beginning of year	2015-12-31	$23,548
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$7,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$823
Administrative expenses (other) incurred	2015-12-31	$306
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$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	2015-12-31	No
Value of net income/loss	2015-12-31	$496,385
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,516,499
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,020,114
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
Investment advisory and management fees	2015-12-31	$46,813
Value of interest in pooled separate accounts at end of year	2015-12-31	$7,021,110
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$7,034,548
Interest on participant loans	2015-12-31	$25,465
Interest earned on other investments	2015-12-31	$824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$40,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,526,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,244,013
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$426
Net investment gain/loss from pooled separate accounts	2015-12-31	$-181,023
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
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$602,887
Contract administrator fees	2015-12-31	$39,461
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	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HUSELTON, MORGAN & MAULTSBY
Accountancy firm EIN	2015-12-31	752409112
2014 : POTTER HOLDINGS, INC. 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	$823
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	$1,526,770
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$427,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$360,124
Expenses. Certain deemed distributions of participant loans	2014-12-31	$2,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,170,494
Value of total assets at end of year	2014-12-31	$9,020,937
Value of total assets at beginning of year	2014-12-31	$7,921,078
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$64,739
Total interest from all sources	2014-12-31	$53,377
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,102,477
Participant contributions at end of year	2014-12-31	$718,828
Participant contributions at beginning of year	2014-12-31	$731,865
Participant contributions at end of year	2014-12-31	$23,548
Participant contributions at beginning of year	2014-12-31	$44,568
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$68,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$86
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$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	2014-12-31	No
Value of net income/loss	2014-12-31	$1,099,036
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,020,114
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,921,078
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
Investment advisory and management fees	2014-12-31	$42,348
Value of interest in pooled separate accounts at end of year	2014-12-31	$7,034,548
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$6,354,066
Interest on participant loans	2014-12-31	$22,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$30,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,244,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$790,579
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$692
Net investment gain/loss from pooled separate accounts	2014-12-31	$302,899
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
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$359,432
Contract administrator fees	2014-12-31	$22,305
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	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HUSELTON, MORGAN & MAULTSBY
Accountancy firm EIN	2014-12-31	752409112
2013 : POTTER HOLDINGS, INC. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$8,170
Total income from all sources (including contributions)	2013-12-31	$1,798,285
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$306,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$230,980
Value of total corrective distributions	2013-12-31	$13,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$880,104
Value of total assets at end of year	2013-12-31	$7,921,078
Value of total assets at beginning of year	2013-12-31	$6,437,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$61,455
Total interest from all sources	2013-12-31	$44,636
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$880,104
Participant contributions at end of year	2013-12-31	$731,865
Participant contributions at beginning of year	2013-12-31	$579,335
Participant contributions at end of year	2013-12-31	$44,568
Participant contributions at beginning of year	2013-12-31	$27,317
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$8,170
Other income not declared elsewhere	2013-12-31	$3,777
Administrative expenses (other) incurred	2013-12-31	$41
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$1,491,885
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,921,078
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,429,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$35,544
Value of interest in pooled separate accounts at end of year	2013-12-31	$6,354,066
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$5,139,681
Interest on participant loans	2013-12-31	$19,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$25,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$790,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$691,030
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$909
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$869,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$0
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$230,071
Contract administrator fees	2013-12-31	$25,870
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HUSELTON, MORGAN & MAULTSBY
Accountancy firm EIN	2013-12-31	752409112
2012 : POTTER HOLDINGS, INC. 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$1,088,415
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$8,170
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$18,999
Total income from all sources (including contributions)	2012-12-31	$1,238,861
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$537,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$474,415
Expenses. Certain deemed distributions of participant loans	2012-12-31	$2,893
Value of total corrective distributions	2012-12-31	$16,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$735,826
Value of total assets at end of year	2012-12-31	$6,437,363
Value of total assets at beginning of year	2012-12-31	$4,658,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$44,234
Total interest from all sources	2012-12-31	$23,442
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$723,989
Participant contributions at end of year	2012-12-31	$579,335
Participant contributions at beginning of year	2012-12-31	$504,669
Participant contributions at end of year	2012-12-31	$27,317
Participant contributions at beginning of year	2012-12-31	$8,879
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$11,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$8,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$18,999
Other income not declared elsewhere	2012-12-31	$5,702
Administrative expenses (other) incurred	2012-12-31	$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$701,221
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,429,193
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,639,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$26,834
Value of interest in pooled separate accounts at end of year	2012-12-31	$5,139,681
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,135,289
Interest on participant loans	2012-12-31	$16,958
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$6,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$691,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$1,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$473,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$0
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$9,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$473,229
Contract administrator fees	2012-12-31	$17,370
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HUSELTON, MORGAN & MAULTSBY
Accountancy firm EIN	2012-12-31	752409112
2011 : POTTER HOLDINGS, INC. 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$18,999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$27,519
Total income from all sources (including contributions)	2011-12-31	$619,912
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$672,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$614,388
Expenses. Certain deemed distributions of participant loans	2011-12-31	$24,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$660,814
Value of total assets at end of year	2011-12-31	$4,658,556
Value of total assets at beginning of year	2011-12-31	$4,720,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$33,677
Total interest from all sources	2011-12-31	$16,141
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$0
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$651,095
Participant contributions at end of year	2011-12-31	$504,669
Participant contributions at beginning of year	2011-12-31	$407,947
Participant contributions at end of year	2011-12-31	$8,879
Participant contributions at beginning of year	2011-12-31	$13,374
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$18,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$27,519
Administrative expenses (other) incurred	2011-12-31	$2,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$-52,926
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,639,557
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,692,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$16,256
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,135,289
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,298,681
Interest on participant loans	2011-12-31	$16,007
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$134
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$-57,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$9,719
Employer contributions (assets) at end of year	2011-12-31	$9,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$614,388
Contract administrator fees	2011-12-31	$15,390
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HUSELTON, MORGAN & MAULTSBY
Accountancy firm EIN	2011-12-31	752409112
2010 : POTTER HOLDINGS, INC. 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$27,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$27,519
Total income from all sources (including contributions)	2010-12-31	$989,280
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$375,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$309,738
Expenses. Certain deemed distributions of participant loans	2010-12-31	$23,704
Value of total corrective distributions	2010-12-31	$17,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$546,526
Value of total assets at end of year	2010-12-31	$4,720,002
Value of total assets at beginning of year	2010-12-31	$4,106,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$24,517
Total interest from all sources	2010-12-31	$17,044
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$200,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$546,526
Participant contributions at end of year	2010-12-31	$407,947
Participant contributions at beginning of year	2010-12-31	$364,057
Participant contributions at end of year	2010-12-31	$13,374
Participant contributions at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$27,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$27,519
Administrative expenses (other) incurred	2010-12-31	$3,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$613,570
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,692,483
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,078,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$11,678
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,298,681
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,742,375
Interest on participant loans	2010-12-31	$12,529
Interest earned on other investments	2010-12-31	$4,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$425,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$309,738
Contract administrator fees	2010-12-31	$9,655
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HUSELTON, MORGAN & MAULTSBY
Accountancy firm EIN	2010-12-31	752409112

Form 5500 Responses for POTTER HOLDINGS, INC. 401K PLAN

2022: POTTER HOLDINGS, INC. 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 HOLDINGS, INC. 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 HOLDINGS, INC. 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: POTTER HOLDINGS, INC. 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: POTTER HOLDINGS, INC. 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: POTTER HOLDINGS, INC. 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: POTTER HOLDINGS, INC. 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: POTTER HOLDINGS, INC. 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: POTTER HOLDINGS, INC. 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: POTTER HOLDINGS, INC. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: POTTER HOLDINGS, INC. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: POTTER HOLDINGS, INC. 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: POTTER HOLDINGS, INC. 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: POTTER HOLDINGS, INC. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

84349-1

Policy instance

Insurance contract or identification number	84349-1
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $39,255
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GIA WITH POOLED SEPERATE ACCOUNTS
Commission paid to Insurance Broker	USD $39,255
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

84349-1

Policy instance

Insurance contract or identification number	84349-1
Number of Individuals Covered	528
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $51,387
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GIA WITH POOLED SEPERATE ACCOUNTS
Commission paid to Insurance Broker	USD $51,387
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

84349-1

Policy instance

Insurance contract or identification number	84349-1
Number of Individuals Covered	600
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $53,878
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GIA WITH POOLED SEPERATE ACCOUNTS
Commission paid to Insurance Broker	USD $53,878
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	S.STRICKER,D.STRICKER

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

84349-1

Policy instance

Insurance contract or identification number	84349-1
Number of Individuals Covered	839
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $42,795
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GIA WITH POOLED SEPERATE ACCOUNTS
Commission paid to Insurance Broker	USD $42,795
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	S.STRICKER,D.STRICKER

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

84349-1

Policy instance

Insurance contract or identification number	84349-1
Number of Individuals Covered	1052
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $39,100
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GDA WITH POOLED SEPERATE ACCOUNTS
Commission paid to Insurance Broker	USD $39,100
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	S.STRICKER,D.STRICKER

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

84349-1

Policy instance

Insurance contract or identification number	84349-1
Number of Individuals Covered	673
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $32,983
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $32,983
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	S.STRICKER,D.STRICKER

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

84349-1

Policy instance

Insurance contract or identification number	84349-1
Number of Individuals Covered	585
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $26,788
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $26,788
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	S.STRICKER,D.STRICKER

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

84349-1

Policy instance

Insurance contract or identification number	84349-1
Number of Individuals Covered	606
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $21,699
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

84349-1

Policy instance

Insurance contract or identification number	84349-1
Number of Individuals Covered	367
Insurance policy start date	2009-01-01
Insurance policy end date	2009-12-31
Total amount of commissions paid to insurance broker	USD $21,567
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	POTTER HOLDINGS INC
Employer identification number (EIN):	751868716
NAIC Classification:	238100