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Sponsor portfolio

KATHERINE ELIZABETH SMITH

EIN 46-0989580-medical practice-Latest filing 2024
Plans
3
Retirement
3
$490K assets
Welfare
0
Participants
21
233 BROADWAY STE 1800 - NEW YORK, NY 10279347-470-3707LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#002CashBalance-$294K - 7 part#001401k-$157K - 7 part#003ProfitSharing-$39K - 7 part

Retirement portfolio analytics

3 plans aggregated / $490K assets / 21 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CASH BALANCE PLAN (#002)60%
  • SMITH PC 401(K) (#001)32%
  • PROFIT SHARING PLAN (#003)8%
Total $490KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)7
  • SMITH PC 401(K) (#001)7
  • PROFIT SHARING PLAN (#003)7
Total 21Click 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

KATHERINE ELIZABETH SMITH CASH BALANCE PLAN

CashBalance

Assets$294K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

LAW OFFICE OF KATHERINE E. SMITH PC 401(K) PLAN

401k

Assets$157K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KATHERINE ELIZABETH SMITH PROFIT SHARING PLAN

ProfitSharing

Assets$39K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002KATHERINE ELIZABETH SMITH CASH BALANCE PLANCashBalance$294K72024
001LAW OFFICE OF KATHERINE E. SMITH PC 401(K) PLAN401k$157K72024
003KATHERINE ELIZABETH SMITH PROFIT SHARING PLANProfitSharing$39K72024
Retirement plans
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