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  2. WILLIAM D. ALMONEY, D.D.S., INC.
Sponsor portfolio

WILLIAM D. ALMONEY, D.D.S., INC.

EIN 31-0990193-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
63
1700 EAST WHIPP RD. - KETTERING, OH 45440937-434-8870LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#003401k-$3.3M - 38 part#004TraditionalDB-$952K - 25 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 63 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PROFIT SHARING PLAN (#003)78%
  • DEFINED BENEFIT PLAN (#004)22%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)38
  • DEFINED BENEFIT PLAN (#004)25
Total 63Click 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#003

WILLIAM D. ALMONEY, D.D.S., INC. 401(K) PROFIT SHARING PLAN

401k

Assets$3.3M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

WILLIAM D. ALMONEY, D.D.S., INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$952K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003WILLIAM D. ALMONEY, D.D.S., INC. 401(K) PROFIT SHARING PLAN401k$3.3M382024
004WILLIAM D. ALMONEY, D.D.S., INC. DEFINED BENEFIT PLANTraditionalDB$952K252024
Retirement plans
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