Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
DAVID LAVINE, D.D.S., P.A.
EIN 52-2240846Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
17
12113 DARNESTOWN RD. - GAITHERSBURG, MD 208782205301-977-8717
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 17 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#003
DAVID LAVINE, D.D.S., P.A. CASH BALANCE PLAN AND TRUST
CashBalance
Assets$3.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID LAVINE, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
401k
Assets$2.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DAVID LAVINE, D.D.S., P.A. CASH BALANCE PLAN AND TRUST | CashBalance | $3.6M | 8 | 2025 | |
| 002 | DAVID LAVINE, D.D.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | 401k | $2.4M | 9 | 2025 |
Retirement plans