Potolsky Financial Group Retirement Plan — Form 5500 plan (Potolsky Financial Group, Inc.)
Plain-English plan 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, Potolsky Financial Group Retirement Plan is a benefit plan reported by Potolsky Financial Group, Inc. under EIN 83-0766328 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $392,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Potolsky Financial Group, Inc.
- EIN
- 83-0766328
- Plan number
- 001
- Plan type
- 2
- Location
- New Providence, NJ
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $392,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240506120744NAL0013198643001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $392,504
- Net assets (EOY)
- $392,504
- Net assets (BOY)
- $373,503
Income & contributions
- Total income / additions
- $19,001
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $19,001
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.