Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PAUL H. VELTON, DDS, INCORPORATED
EIN 33-0703201medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
37
2397 FLETCHER PARKWAY - EL CAJON, CA 92020619-461-8080paultingdds.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 37 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
PAUL H. VELTON, DDS, INCORPORATED DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.2M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PAUL H VELTON DDS INCORPORATED PROFIT SHARING PLAN
ProfitSharing
Assets$249K
Participants18
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 | PAUL H. VELTON, DDS, INCORPORATED DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.2M | 19 | 2025 | |
| 002 | PAUL H VELTON DDS INCORPORATED PROFIT SHARING PLAN | ProfitSharing | $249K | 18 | 2025 |
Retirement plans