Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TIMOTHY F. KELLEY, M.D., INC.
EIN 20-3402611medical practiceLatest filing 2024
Plans
3
Retirement
3
$1.2M assets
Welfare
0
Participants
8
520 SUPERIOR AVENUE, SUITE 315 - NEWPORT BEACH, CA 92663949-645-3223LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.2M assets / 8 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
TIMOTHY F. KELLEY, M.D., INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$705K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TIMOTHY F. KELLEY, M.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$265K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TIMOTHY F. KELLEY, M.D., INC. PROFIT SHARING PLAN
ProfitSharing
Assets$201K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TIMOTHY F. KELLEY, M.D., INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $705K | 3 | 2024 | |
| 003 | TIMOTHY F. KELLEY, M.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $265K | 2 | 2024 | |
| 002 | TIMOTHY F. KELLEY, M.D., INC. PROFIT SHARING PLAN | ProfitSharing | $201K | 3 | 2024 |
Retirement plans