Assets by plan
Share of aggregate retirement assets
66%top
Sponsor portfolio
VIPUL JOSHI, M.D., P.A.
EIN 02-0703708medical practiceLatest filing 2024
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
50
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 50 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VIPUL JOSHI M D P A 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$4.1M
Participants26
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
VIPUL JOSHI, M.D., P.A., CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VIPUL JOSHI M D P A 401(K) PROFIT SHARING PLAN & TRUST | 401k | $4.1M | 26 | 2024 | |
| 002 | VIPUL JOSHI, M.D., P.A., CASH BALANCE PLAN | CashBalance | $2.1M | 24 | 2024 |
Retirement plans