OpenERISA

Potter & Company, P.A.

Monroe, NC, 28112

EIN 56-1220683
Plans
1
Total participants
159
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541211
Plan sponsors in North CarolinaProfessional, Scientific & Technical Services

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Potter & Company, P.A. 401(K) Profit Sharing Plan35
2023Form 5500001Potter & Company, P.A. 401(K) Profit Sharing Plan33
2022Form 5500001Potter & Company, P.A. 401(K) Profit Sharing Plan27
2021Form 5500001Potter & Company, P.A. 401(K) Profit Sharing Plan30
2020Form 5500001Potter & Company, P.A. 401(K) Profit Sharing Plan34

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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