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Sponsor portfolio

JOHN T. CARROLL, M.D.

EIN 36-4206550-medical practice-Latest filing 2025
Plans
2
Retirement
2
$635K assets
Welfare
0
Participants
13
2502 ROYAL LYTHAM DRIVE - ST. CHARLES, IL 60174630-363-5141johntcarrollmd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001ProfitSharing-$372K - 7 part#002CashBalance-$262K - 6 part

Retirement portfolio analytics

2 plans aggregated / $635K assets / 13 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLAN & TRUST (#001)59%
  • PLAN & TRUST (#002)41%
Total $635KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)7
  • PLAN & TRUST (#002)6
Total 13Click 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#001

JOHN T. CARROLL, M.D. PROFIT SHARING PLAN & TRUST

ProfitSharing

Assets$372K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JOHN T. CARROLL, M.D. CASH BALANCE PENSION PLAN & TRUST

CashBalance

Assets$262K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JOHN T. CARROLL, M.D. PROFIT SHARING PLAN & TRUSTProfitSharing$372K72025
002JOHN T. CARROLL, M.D. CASH BALANCE PENSION PLAN & TRUSTCashBalance$262K62024
Retirement plans
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