Original filing (PDF)20250824105623NAL0003470835001

POTOMAC NEUROLOGY, LLP

Name: POTOMAC NEUROLOGY, LLP — POTOMAC NEUROLOGY CASH BALANCE PLAN, Form 5500 (2024)
Creator: POTOMAC NEUROLOGY, LLP

Form 5500-SF

FILING_RECEIVED

POTOMAC NEUROLOGY CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 POTOMAC NEUROLOGY, LLP.

Plan sponsor

Name

POTOMAC NEUROLOGY, LLP

EIN

46-2234138

Address

9707 MEDICAL CENTER DR · SUITE 200 · ROCKVILLE, MD · 20750

Phone

(240) 477-5973

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

2025-08-24

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

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

Related plans

Similar-size Offices of Physicians plans

MANHATTAN ORTHOPEDIC & SPORTS MEDICINE GROUP, P.C.

MANHATTAN ORTHOPEDIC & SPORTS MEDICINE GROUP, P.C. 401(K) AND PROFIT SHARING PLAN

$2.4M · 48 participants

JEFFREY J. GUTMAN, M.D. A SOLE PROPRIETOR

JEFFREY GUTMAN, M.D. CASH BALANCE PENSION PLAN

$2.4M · 4 participants

SAM HAWATMEH, M.D., P.C.

SAM HAWATMEH M.D., P.C. 401K PLAN

$2.4M · 3 participants

WILSON MEDICAL GROUP, PLLC

WILSON MEDICAL GROUP, PLLC 401(K) PLAN

$2.4M · 33 participants

METROPOLITAN HEALTH CARE PROVIDERS, INC.