Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID R. SMITH, P.C.
EIN 43-1838493Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
2
$2.7M assets
Welfare
1
Participants
8
4310 MADISON AVE., SUITE 100 - SHAWNEE MISSION, KS 66207816-679-3958
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 5 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
DAVID R. SMITH, P.C. DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.1M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
DAVID R. SMITH, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$614K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
DAVID R. SMITH, P.C. DEFINED BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVID R. SMITH, P.C. DEFINED BENEFIT PLAN | TraditionalDB | $2.1M | 3 | 2024 | |
| 002 | DAVID R. SMITH, P.C. 401(K) PROFIT SHARING PLAN | 401k | $614K | 2 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | DAVID R. SMITH, P.C. DEFINED BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans