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  2. ANNE ARUNDEL GASTROENTEROLOGY ASSOC P.A
Sponsor portfolio

ANNE ARUNDEL GASTROENTEROLOGY ASSOC P.A

EIN 52-1489785-medical practice-Latest filing 2025
Plans
3
Retirement
3
$10.4M assets
Welfare
0
Participants
47
820 BESTGATE RD, SUITE 2B - ANNAPOLIS, MD 21401410-224-2116LinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$9.5M - 37 part#003CashBalance-$876K - 10 part#002CashBalance-$23K - 0 part

Retirement portfolio analytics

3 plans aggregated / $10.4M assets / 47 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • PROFIT SHARING PLAN (#001)91%
  • CASH BALANCE PENSION (#003)8%
  • CASH BALANCE PLAN (#002)0%
Total $10.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)37
  • CASH BALANCE PENSION (#003)10
Total 47Click 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

AAGA 401(K) PROFIT SHARING PLAN

401k

Assets$9.5M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

AAGA CASH BALANCE PENSION PLAN

CashBalance

Assets$876K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AAGA CASH BALANCE PLAN

CashBalance

Assets$23K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001AAGA 401(K) PROFIT SHARING PLAN401k$9.5M372025
003AAGA CASH BALANCE PENSION PLANCashBalance$876K102025
002AAGA CASH BALANCE PLANCashBalance$23K02024
Retirement plans
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