Potomac, MD Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Potomac, MD has 38 loaded benefit plan(s) reported by 31 plan sponsor(s), with $335,891,549 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 38
- Plan sponsors
- 31
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $335,891,549
- Total reported liabilities (EOY)
- $5,325
- Total reported net assets (EOY)
- $335,886,224
Contributions & income
- Employer contributions
- $8,330,446
- Participant contributions
- $12,854,916
- Total income / additions
- $73,569,871
Expenses & distributions
- Benefits paid / distributions
- $19,511,360
- Total expenses
- $20,125,930
- Net increase / (decrease)
- $53,443,941
Coverage
- Total reported participants
- 4,217
- Plans with financial statements
- 30
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Potomac, MD plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Shulman, Rogers, Gandal, Pordy & Ecker, P.A. Retirement Plan | Shulman Rogers Gandal Pordy & Ecker P A | $107,819,837 | 2023 |
| Bullis School 401(K) Plan | Bullis School, Inc. | $41,117,775 | 2023 |
| Foulger-Pratt Companies 401(K) Plan | The Foulger-Pratt Companies | $32,028,875 | 2023 |
| Mclean School Of Maryland Retirement Plan | Mclean School Of Maryland | $28,856,316 | 2023 |
| Smislova, Kehnemui & Associates, P.A. Profit Sharing Trust | Smislova, Kehnemui & Associates, P.A. | $23,329,262 | 2023 |
| German School Dc Retirement Plan | German School | $22,610,134 | 2023 |
| Panum Telecom, LLC 401(K) Plan | Panum Telecom, LLC | $15,408,014 | 2023 |
| Connelly School Of The Holy Child 403(B) Dc Plan | Connelly School Of The Holy Child | $12,341,035 | 2023 |
| Bruno A. Chumpitazi Md Pc Profit Sharing Plan | Bruno A. Chumpitazi Md Pc | $9,194,261 | 2023 |
| Snider Bros., Inc. Retirement Plan | Snider Management, Inc. | $7,077,635 | 2023 |
| Glenstone Foundation 401(K) Plan | Glenstone Foundation | $6,783,903 | 2023 |
| Curbio Inc. 401(K) Plan | Curbio Inc. | $6,109,615 | 2023 |
| Knowcean Consulting, Inc. 401(K) Plan | Knowcean Consulting, Inc. | $5,967,443 | 2023 |
| Stonehavens Global LLC 401(K) Plan | Stonehavens Global LLC | $4,329,029 | 2023 |
| M.I.T.C. 401(K) Retirement Plan | Management Information Technology Corporation | $3,891,525 | 2023 |
| Kepora LLC 401(K) Plan | Kepora LLC | $1,992,822 | 2023 |
| Igc Pharma, Inc. 401k Plan | Igc Pharma, Inc. | $1,785,089 | 2023 |
| Rubin & Rubin Profit Sharing Plan | Rubin & Rubin Pc | $1,709,343 | 2023 |
| Anthony O Roberts Md Pc Profit Sharing Plan And Trust Agreement | Anthony O Roberts Md Pc | $1,466,029 | 2023 |
| Jb 401k | Joyful Bounty Inc. | $555,703 | 2023 |
| Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan | Richard C. Fortuna | $515,763 | 2023 |
| Krmb Inc. 401(K) Plan | Krmb Inc. | $285,399 | 2023 |
| Richard C. Fortuna Dba Sea L.C. Money Purchase Plan | Richard C. Fortuna | $170,736 | 2023 |
| Mark B. Winnick, D.D.S., P.A. Amended And Restated 401k Profit Sharing Plan | Mark B, Winnick, D.D.S., P.A. | $158,296 | 2023 |
| Dr. Burton J. Katzen, D.P.M., L.L.C. Profit Sharing Plan | Dr. Burton J. Katzen, D.P.M., L.L.C. | $151,947 | 2023 |
Largest plans in Potomac → · Potomac plans by participants → · Potomac plans with financial data → · Potomac plans with provider compensation → · $1B+ plans in Potomac →
Related Form 5500 pages
- All MD Form 5500 filings
- Shulman, Rogers, Gandal, Pordy & Ecker, P.A. Retirement Plan (plan 001)
- Shulman Rogers Gandal Pordy & Ecker P A — all reported plans
- Bullis School 401(K) Plan (plan 003)
- Bullis School, Inc. — all reported plans
- Foulger-Pratt Companies 401(K) Plan (plan 001)
- The Foulger-Pratt Companies — all reported plans
- Mclean School Of Maryland Retirement Plan (plan 001)
- Mclean School Of Maryland — all reported plans
- Smislova, Kehnemui & Associates, P.A. Profit Sharing Trust (plan 002)
- Smislova, Kehnemui & Associates, P.A. — all reported plans
- German School Dc Retirement Plan (plan 001)
- German School — all reported plans
- Panum Telecom, LLC 401(K) Plan (plan 001)
- Panum Telecom, LLC — all reported plans
- Connelly School Of The Holy Child 403(B) Dc Plan (plan 002)
- Connelly School Of The Holy Child — all reported plans
- Bruno A. Chumpitazi Md Pc Profit Sharing Plan (plan 001)
- Bruno A. Chumpitazi Md Pc — all reported plans
- Snider Bros., Inc. Retirement Plan (plan 001)
- Snider Management, Inc. — all reported plans
- Glenstone Foundation 401(K) Plan (plan 001)
- Glenstone Foundation — all reported plans
- Curbio Inc. 401(K) Plan (plan 001)
- Curbio Inc. — all reported plans
- Knowcean Consulting, Inc. 401(K) Plan (plan 001)
- Knowcean Consulting, Inc. — all reported plans
- Stonehavens Global LLC 401(K) Plan (plan 001)
- Stonehavens Global LLC — all reported plans
- M.I.T.C. 401(K) Retirement Plan (plan 001)
- Management Information Technology Corporation — all reported plans
- Methodology
- Data sources