P 401(k) Plan Report

Stable plan record

CHARLIE POTTER AND ASSOCIATES, INC. PROFIT SHARING PLAN

Sponsored by CHARLIE POTTER & ASSOCIATES, INC. · EIN/PN 561405791-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$7,595
Administrative cost per participant
2025
$223
Active participants
2025
4
Total plan assets
2025
$2,140,999
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260706171600NAL00182356490014$7,595
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.