Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL SHEETY, M.D., INC.
EIN 20-1637987Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
23
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 23 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#002
MICHAEL SHEETY, M.D., INC. CASH BALANCE PLAN AND TRUST
CashBalance
Assets$1.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MICHAEL SHEETY, M.D., INC. 401 (K) PROFIT SHARING PLAN
ProfitSharing
Assets$84K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MICHAEL SHEETY, M.D., INC. CASH BALANCE PLAN AND TRUST | CashBalance | $1.3M | 10 | 2024 | |
| 001 | MICHAEL SHEETY, M.D., INC. 401 (K) PROFIT SHARING PLAN | ProfitSharing | $84K | 13 | 2024 |
Retirement plans