Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
SOVI JOSEPH, M.D., P.A.
EIN 20-5641739medical practiceLatest filing 2024
Plans
2
Retirement
2
$625K assets
Welfare
0
Participants
2
6085 SW 112 ST - PORT CHARLOTTE, FL 339528134941-585-5213drsovijoseph.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $625K assets / 2 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
SOVI JOSEPH, M.D., P.A. 401(K) PLAN
401k
Assets$624K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOVI JOSEPH, M.D., P.A. CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$921
Participants1
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 | SOVI JOSEPH, M.D., P.A. 401(K) PLAN | 401k | $624K | 1 | 2024 | |
| 002 | SOVI JOSEPH, M.D., P.A. CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $921 | 1 | 2024 |
Retirement plans