Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J. MICHAEL BELLAMY, DDS
EIN 56-1813262medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
9
8025 CORPORATE CENTER DRIVE, SUITE 100 - CHARLOTTE, NC 282264544704-543-7800bellamydds.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 9 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
J. MICHAEL BELLAMY, DDS 401(K) & PROFIT SHARING PLAN
401k
Assets$4.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J. MICHAEL BELLAMY, DDS CASH BALANCE PLAN
CashBalance
Assets$979K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J. MICHAEL BELLAMY, DDS 401(K) & PROFIT SHARING PLAN | 401k | $4.0M | 4 | 2025 | |
| 002 | J. MICHAEL BELLAMY, DDS CASH BALANCE PLAN | CashBalance | $979K | 5 | 2025 |
Retirement plans