2023 Form 5500 filing — Potomac Case Management Services, Inc. Group Health Benefit Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241125115541NAL0004632049001) for Potomac Case Management Services, Inc. Group Health Benefit Plan, reported by Potomac Case Management Services, Inc. under EIN 52-2118801 and plan number 501. It reports 0 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.4KReported net assets$3,365
Participants0
Provider compensation$5.2K4 Schedule C row(s)$5,192
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20241125115541NAL0004632049001
Plan sponsor
Potomac Case Management Services, Inc.
EIN
52-2118801
Plan number
501
Location
Hagerstown, MD
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.3K total assets
Net assets$3.4KLiabilities$5.9K
Money in vs. money out
Total income / additions$91.7K
Total expenses$64.3K
Benefits paid / distributions-$61.9K
Contributions
Employer$90.4K
Participant$0
Full reported line items
Total assets (EOY)
$9,262
Total liabilities (EOY)
$5,897
Net assets (EOY)
$3,365
Employer contributions
$90,370
Participant contributions
$0
Total income / additions
$91,747
Benefits paid
-$61,946
Administrative expenses
$0
Total expenses
$64,281
Net increase / (decrease)
$27,466
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKER · Direct $3.1K
  2. 2
    BROKER · Direct $2K
  3. 3
    ADMIN · Direct $0
  4. 4
    PATIENT ADVOCATE · Direct $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241125115541NAL0004632049001 cover?
It is the 2023 Form 5500 filing for Potomac Case Management Services, Inc. Group Health Benefit Plan, reported by Potomac Case Management Services, Inc. (EIN 52-2118801).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages