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  2. JONATHAN C. GAMZE, M.D., P.C.
Sponsor portfolio

JONATHAN C. GAMZE, M.D., P.C.

EIN 36-4410511-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
8
1655 NORTH ARLINGTON HEIGHTS ROAD, SUITE 200 WEST - ARLINGTON HEIGHTS, IL 60004847-342-3030LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.4M - 4 part#002CashBalance-$1.8M - 4 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PROFIT SHARING PLAN (#001)56%
  • PLAN & TRUST (#002)44%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)4
  • PLAN & TRUST (#002)4
Total 8Click 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

JONATHAN C. GAMZE, M.D., P.C. PROFIT SHARING PLAN

401k

Assets$2.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JONATHAN C. GAMZE, M.D., P.C. CASH BALANCE PLAN & TRUST

CashBalance

Assets$1.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JONATHAN C. GAMZE, M.D., P.C. PROFIT SHARING PLAN401k$2.4M42024
002JONATHAN C. GAMZE, M.D., P.C. CASH BALANCE PLAN & TRUSTCashBalance$1.8M42024
Retirement plans
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