Original filing (PDF)20250429105635NAL0000272867001

Potomac Advisors, Inc.

Name: Potomac Advisors, Inc. — Potomac Advisors, Inc., Form 5500 (2024)
Creator: Potomac Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Potomac Advisors, Inc. Defined Benefit Plan

Defined-benefit pension plan · Potomac Advisors, Inc.'s Potomac Advisors, Inc. Defined Benefit Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Tamara Farmer signed Potomac Advisors, Inc.'s 2024 Form 5500 as plan administrator.

Tamara Farmer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Potomac Advisors, Inc.'s EIN is 20-0406966.

EIN 20-0406966

Plan number 002

Plan year 2024

ACK ID 20250429105635NAL0000272867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Potomac Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Potomac Advisors, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POTOMAC ADVISORS, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score