How big is Kevin John Potts, P.A.'s plan?

Kevin John Potts, P.A.'s plan reported $1.7M in assets and 6 participants for 2024.

Original filing (PDF)20250909100633NAL0012517843001

Kevin John Potts, P.A.

Name: Kevin John Potts, P.A. — Kevin John Potts, P. A., Form 5500 (2024)
Creator: Kevin John Potts, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kevin John Potts, P. A. Retirement Plan & Trust

401(k) retirement plan · Kevin John Potts, P.A.'s Kevin John Potts, P. A. Retirement Plan & Trust held $1.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Kevin John Potts, P.A.'s EIN is 20-3407737.

EIN 20-3407737

Plan number 001

Plan year 2024

ACK ID 20250909100633NAL0012517843001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kevin John Potts, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kevin John Potts, P.A.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEVIN JOHN POTTS, P.A..

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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