Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN M. OLIS
EIN 31-1062584medical practiceLatest filing 2025
Plans
2
Retirement
2
$499K assets
Welfare
0
Participants
4
342 SCHOENBRUNN DRIVE NE - NEW PHILADELPHIA, OH 44663330-464-8713LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $499K assets / 4 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
JOHN M. OLIS, DDS, MONEY PURCHASE KEOGH PLAN
OtherDC
Assets$288K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOHN M. OLIS, DDS, PROFIT SHARING PENSION PLAN
ProfitSharing
Assets$212K
Participants2
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 | JOHN M. OLIS, DDS, MONEY PURCHASE KEOGH PLAN | OtherDC | $288K | 2 | 2025 | |
| 001 | JOHN M. OLIS, DDS, PROFIT SHARING PENSION PLAN | ProfitSharing | $212K | 2 | 2025 |
Retirement plans