Assets by plan
Share of aggregate retirement assets
Filings through .
Sam P. Smith, D.O. LLC
EIN 20-3159273Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Health & Benefits
0
Participants
15
4915 BASELINE ROAD, SUITE 102 - GILBERT, AZ 85234480-646-8600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M 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#001
SMITH DERMATOLOGY PENSION PLAN
Cash balance
Assets$1.2M
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SMITH DERMATOLOGY 401(K) PROFIT SHARING PLAN
401(k)
Assets$651K
Participants8
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 |
|---|---|---|---|---|---|
| #001 | SMITH DERMATOLOGY PENSION PLAN | Cash balance | $1.2M | 7 | 2025 |
| #002 | SMITH DERMATOLOGY 401(K) PROFIT SHARING PLAN | 401(k) | $651K | 8 | 2025 |
- #001 · Cash balance · 20257
- #002 · 401(k) · 20258
Retirement plans