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Sponsor portfolio

WASHINGTON CARDIOVASCULAR INSTITUTE, LLC

EIN 32-0021737-medical practice-Latest filing 2024
Plans
3
Retirement
2
$6.2M assets
Welfare
1
Participants
79
7610 CARROLL AVENUE, SUITE 300 - TAKOMA PARK, MD 20912301-434-0050LinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filings
#002CashBalance-$4.2M - 20 part#001401k-$2.0M - 39 part#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $6.2M assets / 59 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • CASH BALANCE PLAN (#002)68%
  • PROFIT SHARING PLAN (#001)32%
Total $6.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)39
  • CASH BALANCE PLAN (#002)20
Total 59Click 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#002

WASHINGTON CARDIOVASCULAR INSTITUTE, LLC CASH BALANCE PLAN

CashBalance

Assets$4.2M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WASHINGTON CARDIOVASCULAR INSTITUTE, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$2.0M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

WASHINGTON CARDIOVASCULAR INSTITUTE, LLC CASH BALANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WASHINGTON CARDIOVASCULAR INSTITUTE, LLC CASH BALANCE PLANCashBalance$4.2M202024
001WASHINGTON CARDIOVASCULAR INSTITUTE, LLC 401(K) PROFIT SHARING PLAN401k$2.0M392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002WASHINGTON CARDIOVASCULAR INSTITUTE, LLC CASH BALANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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