Plan5500

Potomac Case Management Services, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Potomac Case Management Services, Inc. (EIN 52-2118801) is a plan sponsor located in Hagerstown, MD with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-2118801
Location
Hagerstown, MD
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Potomac Case Management Services, Inc.

  • 2 loaded plans hold $1.9M in reported assets.
  • The largest, Potomac Case Management Services, Inc. 401k Plan, holds 100% of this company's reported plan assets.
  • Plans cover 133 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.9MSummed across loaded plans$1,926,345
Total reported assets$1.9M$1,932,242
Total reported participants133
Total reported liabilities$5.9K$5,897

Reported net position

Reported assets = net assets + liabilities (summed)$1.9M total assets
Net assets$1.9MLiabilities$5.9K
Contributions & income
Employer contributions$249.5K
Participant contributions$243.1K
Total income / additions$719K
Expenses & distributions
Benefits paid / distributions$142K
Total expenses$272.5K
Net increase / (decrease)$446.5K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Potomac Case Management Services, Inc. 401k Plan
Participants per plan67Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Potomac Case Management Services, Inc. 401k Plan$1.9M
    Plan #001 · 133 participants · 2023
  2. 2
    Potomac Case Management Services, Inc. Group Health Benefit Plan$9.3K
    Plan #501 · 0 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Potomac Case Management Services, Inc.. Open one for its full reported snapshot.

  1. 2023
    Potomac Case Management Services, Inc. 401k Plan133 participants · 2Sch HSch C
    View filing →
  2. 2023
    Potomac Case Management Services, Inc. Group Health Benefit Plan0 participants · 2Sch ISch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Potomac Case Management Services, Inc. report on Form 5500?
Potomac Case Management Services, Inc. (EIN 52-2118801) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Potomac Case Management Services, Inc.?
The Employer Identification Number (EIN) reported for Potomac Case Management Services, Inc. is 52-2118801.
What is the latest Form 5500 filing year for Potomac Case Management Services, Inc.?
The latest loaded Form 5500 filing year for Potomac Case Management Services, Inc. is 2023.

Related Form 5500 pages