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  2. TIMOTHY P. MAR, MD
Sponsor portfolio

TIMOTHY P. MAR, MD

EIN 58-1907821-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$7.7M assets
Welfare
0
Participants
20
2801 K STREET, SUITE 330 - SACRAMENTO, CA 95816916-733-5049
Plans on this EIN
2 filings
#002ProfitSharing-$4.7M - 10 part#003TraditionalDB-$3.0M - 10 part

Retirement portfolio analytics

2 plans aggregated / $7.7M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PLAN & TRUST (#002)61%
  • PLAN & TRUST (#003)39%
Total $7.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)10
  • PLAN & TRUST (#003)10
Total 20Click 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#002

TIMOTHY P. MAR, MD PROFIT SHARING PLAN & TRUST

ProfitSharing

Assets$4.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$3.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TIMOTHY P. MAR, MD PROFIT SHARING PLAN & TRUSTProfitSharing$4.7M102024
003TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUSTTraditionalDB$3.0M102024
Retirement plans
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