Plan5500

The Potomac School — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Potomac School (EIN 54-0562160) is a plan sponsor located in Mclean, VA with 5 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-0562160
Location
Mclean, VA
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Potomac School

  • 5 loaded plans hold $120.3M in reported assets.
  • The largest, The Potomac School Tax-Deferred Savings And Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,615 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$120.3MSummed across loaded plans$120,325,327
Total reported assets$120.3M$120,325,327
Total reported participants1.6K1,615
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$120.3M total assets
Net assets$120.3MLiabilities—
Contributions & income
Employer contributions$1.9M
Participant contributions$2.5M
Total income / additions$21.4M
Expenses & distributions
Benefits paid / distributions$3.2M
Total expenses$3.2M
Net increase / (decrease)$18.2M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Potomac School Tax-Deferred Savings And Retirement Plan
Participants per plan323Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Potomac School Tax-Deferred Savings And Retirement Plan$120.3M
    Plan #001 · 634 participants · 2023
  2. 2
    The Potomac School Life/Ad&D Insurance Plannot reported in the loaded dataset
    Plan #503 · 261 participants · 2023
  3. 3
    The Potomac School Long Term Disability Insurance Plannot reported in the loaded dataset
    Plan #504 · 261 participants · 2023
  4. 4
    The Potomac School Short Term Disability Insurance Plannot reported in the loaded dataset
    Plan #505 · 261 participants · 2023
  5. 5
    The Potomac School Medical Plannot reported in the loaded dataset
    Plan #501 · 198 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Potomac School. Open one for its full reported snapshot.

  1. 2023
    The Potomac School Short Term Disability Insurance Plan261 participants · 2No schedules
    View filing →
  2. 2023
    The Potomac School Medical Plan198 participants · 2Sch C
    View filing →
  3. 2023
    The Potomac School Long Term Disability Insurance Plan261 participants · 2No schedules
    View filing →
  4. 2023
    The Potomac School Life/Ad&D Insurance Plan261 participants · 2No schedules
    View filing →
  5. 2023
    The Potomac School Tax-Deferred Savings And Retirement Plan634 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Potomac School report on Form 5500?
The Potomac School (EIN 54-0562160) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Potomac School?
The Employer Identification Number (EIN) reported for The Potomac School is 54-0562160.
What is the latest Form 5500 filing year for The Potomac School?
The latest loaded Form 5500 filing year for The Potomac School is 2023.

Related Form 5500 pages