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  2. DAVID E BANK MD PC
Sponsor portfolio

DAVID E BANK MD PC

EIN 13-3910753-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
41
359 MAIN ST 4TH FLOOR - MOUNT KISCO, NY 105495528203-359-1584
Plans on this EIN
2 filings
#002TraditionalDB-$775K - 13 part#001401k-$759K - 28 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 41 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • M.D., P.C. PENSION (#002)51%
  • PLAN & TRUST (#001)49%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)28
  • M.D., P.C. PENSION (#002)13
Total 41Click 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

DAVID E. BANK, M.D., P.C. PENSION PLAN

TraditionalDB

Assets$775K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

DAVID E BANK MD PC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$759K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DAVID E. BANK, M.D., P.C. PENSION PLANTraditionalDB$775K132024
001DAVID E BANK MD PC 401(K) PROFIT SHARING PLAN & TRUST401k$759K282025
Retirement plans
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