Assets by plan
Share of aggregate retirement assets
Filings through .
Brett W. Beckman, DVM, Favd, Davdc, Daapm, P.A.
EIN 26-0629351Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
3
$5.5M assets
Health & Benefits
0
Participants
14
225 WAYMONT COURT, SUITE 111 - LAKE MARY, FL 32746941-286-9617
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.5M assets / 14 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#003
BRETT W. BECKMAN, DVM RETIREMENT PLAN
Cash balance
Assets$4.1M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
BRETT W BECKMAN, DVM 401(K) PROFIT SHARING PLAN AND TRUST
401(k)
Assets$1.1M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BRETT W BECKMAN, DVM PROFIT SHARING PLAN
Profit-sharing
Assets$214K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | BRETT W. BECKMAN, DVM RETIREMENT PLAN | Cash balance | $4.1M | 4 | 2025 |
| #001 | BRETT W BECKMAN, DVM 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $1.1M | 5 | 2025 |
| #002 | BRETT W BECKMAN, DVM PROFIT SHARING PLAN | Profit-sharing | $214K | 5 | 2025 |
- #003 · Cash balance · 20254
- #001 · 401(k) · 20255
- #002 · Profit-sharing · 20255
Retirement plans