How big is Jeffry Potash M.D., P.C.'s plan?

Jeffry Potash M.D., P.C.'s plan reported $2.7M in assets and 3 participants for 2025.

Original filing (PDF)20260224114715NAL0001955985001

Jeffry Potash M.D., P.C.

Name: Jeffry Potash M.D., P.C. — Jeffry Potash, M.D., P.C., Form 5500 (2025)
Creator: Jeffry Potash M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffry Potash, M.D., P.C. 401(k) Plan

401(k) retirement plan · Jeffry Potash M.D., P.C.'s Jeffry Potash, M.D., P.C. 401(k) Plan held $2.7M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Jeffry Potash M.D., P.C.'s EIN is 03-0351820.

EIN 03-0351820

Plan number 004

Plan year 2025

ACK ID 20260224114715NAL0001955985001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jeffry Potash M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jeffry Potash M.D., P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFRY POTASH M.D., P.C..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score