Original filing (PDF)20250713180602NAL0000812304001

JEFFREY L. POLLOCK

Name: JEFFREY L. POLLOCK — JEFFREY L L POLLOCK M.D. MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: JEFFREY L. POLLOCK

Form 5500-SF

FILING_RECEIVED

JEFFREY L L POLLOCK M.D. MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFREY L. POLLOCK.

Plan sponsor

Name

JEFFREY L. POLLOCK

DBA

JEFFREY L. POLLOCK M.D.

EIN

23-2141620

Address

227 HILLTOP DR · CHURCHVILLE, PA · 189661325

Phone

(215) 771-4982

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-13

Pension benefit codes

2G · Total participant-directed accounts

3B · Covers self-employed individuals

2C · Money purchase (other than target benefit)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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