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Original filing (PDF)20250713185549NAL0000284531001
JEFFREY L. POLLOCK
Form 5500-SF
FILING_RECEIVED
JEFFREY L POLLOCK M.D.PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
Name
JEFFREY L. POLLOCK
EIN
23-2141620
City
CHURCHVILLE, PA
Phone
(215) 771-4982
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
3B · Covers self-employed individuals
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 providersRelated plans
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