Assets by plan
Share of aggregate retirement assets
- P. A. PENSION (#003)$1.9M
Filings through .
Keith Jorgensen, M.D., P.A.
EIN 02-0404462Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Health & Benefits
0
Participants
15
44 BIRCH STREET, SUITE 304 - DERRY, NH 03038603-432-8104
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 15 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
KEITH D. JORGENSEN, M. D. , P. A. PENSION PLAN
Cash balance
Assets$1.9M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
KEITH D. JORGENSEN, M.D., P.A. PROFIT SHARING PLAN
Profit-sharing
Assets$1.9M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | KEITH D. JORGENSEN, M. D. , P. A. PENSION PLAN | Cash balance | $1.9M | 5 | 2025 |
| #002 | KEITH D. JORGENSEN, M.D., P.A. PROFIT SHARING PLAN | Profit-sharing | $1.9M | 10 | 2025 |
- #003 · Cash balance · 20255
- #002 · Profit-sharing · 202510
Retirement plans