Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
PALM VALLEY FAMILY DENTISTRY, P.A.
EIN 46-2201644medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
27
3791 PALM VALLEY ROAD, STE. 205 - PONTE VEDRA BEACH, FL 32082904-834-2736michaeljonesdds.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 27 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
PALM VALLEY FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$648K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PALM VALLEY FAMILY DENTISTRY CASH BALANCE PLAN
CashBalance
Assets$578K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PALM VALLEY FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN & TRUST | 401k | $648K | 14 | 2024 | |
| 002 | PALM VALLEY FAMILY DENTISTRY CASH BALANCE PLAN | CashBalance | $578K | 13 | 2024 |
Retirement plans