Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALAN SHELHAMER, D.D.S., P.C. (DBA) SHELHAMER ORAL & MAXILLOFACIAL SURG
EIN 27-1088856Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$764K assets
Welfare
0
Participants
9
6221 METROPOLITAN ST., SUITE 103 - CARLSBAD, CA 920093096760-448-2228
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $764K assets / 9 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
SHELHAMER ORAL & MAXILLOFACIAL SURGERY, PROFIT SHARING PLAN
ProfitSharing
Assets$471K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHELHAMER ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN
CashBalance
Assets$293K
Participants4
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 | SHELHAMER ORAL & MAXILLOFACIAL SURGERY, PROFIT SHARING PLAN | ProfitSharing | $471K | 5 | 2024 | |
| 002 | SHELHAMER ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN | CashBalance | $293K | 4 | 2024 |
Retirement plans