2023 Form 5500 filing — Potolsky Financial Group Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240506120744NAL0013198643001) for Potolsky Financial Group Retirement Plan, reported by Potolsky Financial Group, Inc. under EIN 83-0766328 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240506120744NAL0013198643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Potolsky Financial Group, Inc.
- EIN
- 83-0766328
- Plan number
- 001
- Location
- New Providence, NJ
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $392,504
- Net assets (EOY)
- $392,504
- Total income / additions
- $19,001
- Total expenses
- $0
- Net increase / (decrease)
- $19,001
- Schedule source
- Schedule I