2023 Form 5500 filing — Stan E Potocki Md Professional Association Profit Sharing 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 20250312144507NAL0019384849001) for Stan E Potocki Md Professional Association Profit Sharing Plan, reported by Stan E. Potocki under EIN 75-1761323 and plan number 002. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.4MReported net assets$2,410,060
Participants15
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250312144507NAL0019384849001
Plan sponsor
Stan E. Potocki
EIN
75-1761323
Plan number
002
Location
Lubbock, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.4M total assets
Net assets$2.4MLiabilities
Money in vs. money out
Total income / additions$446.6K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
Employer$128.4K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,410,060
Net assets (EOY)
$2,410,060
Employer contributions
$128,425
Total income / additions
$446,600
Net increase / (decrease)
$446,600

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250312144507NAL0019384849001 cover?
It is the 2023 Form 5500 filing for Stan E Potocki Md Professional Association Profit Sharing Plan, reported by Stan E. Potocki (EIN 75-1761323).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages