Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J.D. BO WESTMORELAND, D.D.S., P.C.
EIN 20-3745279medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
24
508 PRINCETON RD., #101 - JOHNSON CITY, TN 37601423-282-2844docbo.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 24 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
J.D. BO WESTMORELAND, D.D.S., P.C. PROFIT SHARING PLAN
401k
Assets$2.4M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J.D. BO WESTMORELAND, D.D.S., P.C. CASH BALANCE PLAN
CashBalance
Assets$865K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J.D. BO WESTMORELAND, D.D.S., P.C. PROFIT SHARING PLAN | 401k | $2.4M | 14 | 2025 | |
| 002 | J.D. BO WESTMORELAND, D.D.S., P.C. CASH BALANCE PLAN | CashBalance | $865K | 10 | 2025 |
Retirement plans