Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PAUL W. TAYLOR, DMD, INC.
EIN 30-0176700medical practiceLatest filing 2024
Plans
2
Retirement
2
$376K assets
Welfare
0
Participants
13
4320 GENESEE AVE., SUITE 101 - SAN DIEGO, CA 92117858-277-8100paultaylordmd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $376K assets / 13 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#002
PAUL W. TAYLOR, DMD, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$203K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PAUL W. TAYLOR, DMD, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$174K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PAUL W. TAYLOR, DMD, INC. CASH BALANCE PENSION PLAN | CashBalance | $203K | 4 | 2024 | |
| 001 | PAUL W. TAYLOR, DMD, INC. 401(K) PROFIT SHARING PLAN | 401k | $174K | 9 | 2024 |
Retirement plans