Original filing (PDF)20251015064322NAL0001945907001

JEROME R. POTOZKIN, M.D., A P.C.

Name: JEROME R. POTOZKIN, M.D., A P.C. — JEROME R. POTOZKIN, M.D., A P.C. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: JEROME R. POTOZKIN, M.D., A P.C.

Form 5500-SF

FILING_RECEIVED

JEROME R. POTOZKIN, M.D., A P.C. PROFIT SHARING 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

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 JEROME R. POTOZKIN, M.D., A P.C..

Plan sponsor

Name

JEROME R. POTOZKIN, M.D., A P.C.

EIN

94-3258444

Address

600 SAN RAMON VALLEY BOULEVARD · SUITE 102 · DANVILLE, CA · 94526

Phone

(925) 838-4900

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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