Assets by plan
Share of aggregate retirement assets
90%top
Sponsor portfolio
GEORGE B. SHUPING, D.D.S., M.S., P.A.
EIN 56-2146811medical practiceLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
16
438 WILLIAMSON ROAD, SUITE A - MOORESVILLE, NC 28117704-664-3636LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 16 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
GEORGE B. SHUPING, DDS, MS, PA 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$5.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GEORGE B. SHUPING, D.D.S., M.S., P.A. CASH BALANCE PLAN & TRUST
CashBalance
Assets$600K
Participants8
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 | GEORGE B. SHUPING, DDS, MS, PA 401(K) PROFIT SHARING PLAN & TRUST | 401k | $5.3M | 8 | 2025 | |
| 002 | GEORGE B. SHUPING, D.D.S., M.S., P.A. CASH BALANCE PLAN & TRUST | CashBalance | $600K | 8 | 2024 |
Retirement plans