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  2. ELIZABETH PLAS, D.M.D.
Sponsor portfolio

ELIZABETH PLAS, D.M.D.

EIN 20-2690721-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
15
3964 EDWARDS ROAD - CINCINNATI, OH 45209513-351-3700elizabethplasdmd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.0M - 10 part#002CashBalance-$254K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PROFIT SHARING PLAN (#001)80%
  • CASH BALANCE PLAN (#002)20%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)10
  • CASH BALANCE PLAN (#002)5
Total 15Click 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#001

ELIZABETH PLAS, D.M.D. 401(K) PROFIT SHARING PLAN

401k

Assets$1.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ELIZABETH PLAS, D.M.D. CASH BALANCE PLAN

CashBalance

Assets$254K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ELIZABETH PLAS, D.M.D. 401(K) PROFIT SHARING PLAN401k$1.0M102024
002ELIZABETH PLAS, D.M.D. CASH BALANCE PLANCashBalance$254K52024
Retirement plans
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