Stan E. Potocki DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Stan E. Potocki
  • Sponsor EIN: 751761323
  • Sponsor Address: 3802 22ND STREET, STE 100, LUBBOCK, TX, 79410
  • Plan Type: DC
  • Total Participants: 16
  • Total Assets: $2.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202516$2.7M$125,261$0
202416$2.7M$125,261$0
202315$2.4M$128,425$0
202215$2.0M$115,408$0

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