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Sponsor portfolio

ORLANDO GASTROENTEROLOGY

EIN 01-0635089-medical practice-Latest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
64
1507 S HIAWASSEE RD. STE 105 - ORLANDO, FL 328355706407-445-9224orlandogastro.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$1.8M - 17 part#003401k-$1.1M - 47 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 64 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • DEFINED BENEFIT PENSION (#002)63%
  • PROFIT SHARING PLAN (#003)37%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)47
  • DEFINED BENEFIT PENSION (#002)17
Total 64Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ORLANDO GASTROENTEROLOGY DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.8M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

ORLANDO GASTROENTEROLOGY PROFIT SHARING PLAN

401k

Assets$1.1M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ORLANDO GASTROENTEROLOGY DEFINED BENEFIT PENSION PLANTraditionalDB$1.8M172024
003ORLANDO GASTROENTEROLOGY PROFIT SHARING PLAN401k$1.1M472024
Retirement plans
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