P 401(k) Plan Report

Stable plan record

POTOMAC FINANCIAL PRIVATE CLIENT GROUP, LLC RETIREMENT TRUST

Sponsored by POTOMAC FINANCIAL PCG · EIN/PN 262091016-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$24,946
Administrative cost per participant
2025
$279
Active participants
2025
11
Total plan assets
2025
$2,093,368
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260424075254NAL001180096200111$24,946
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.