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  2. MARK A KIRK, DDS, INC.
Sponsor portfolio

MARK A KIRK, DDS, INC.

EIN 26-1910361-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
19
1051 MAIN ST E - WHITE SULPHUR SPRINGS, WV 24986304-536-1721
Plans on this EIN
2 filings
#002CashBalance-$1.8M - 10 part#001401k-$853K - 9 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • CASH BALANCE PENSION (#002)68%
  • PLAN AND TRUST (#001)32%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)10
  • PLAN AND TRUST (#001)9
Total 19Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MARK A. KIRK, DDS, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$1.8M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MARK A. KIRK, DDS, INC. 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$853K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MARK A. KIRK, DDS, INC. CASH BALANCE PENSION PLANCashBalance$1.8M102024
001MARK A. KIRK, DDS, INC. 401K PROFIT SHARING PLAN AND TRUST401k$853K92025
Retirement plans
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