Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
GUY CAPPUCCINO, MD
EIN 26-2278469medical practiceLatest filing 2024
Plans
3
Retirement
2
$2.4M assets
Welfare
1
Participants
22
1304 SOUTH MAIN STREET - MT. AIRY, MD 217715329301-829-4110drcappuccino.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 15 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
GUY CAPPUCCINO, MD 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GUY CAPPUCCINO, MD DEFINED BENEFIT PLAN
CashBalance
Assets$983K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
GUY CAPPUCCINO, MD DEFINED BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GUY CAPPUCCINO, MD 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.4M | 8 | 2024 | |
| 002 | GUY CAPPUCCINO, MD DEFINED BENEFIT PLAN | CashBalance | $983K | 7 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | GUY CAPPUCCINO, MD DEFINED BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans