Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEPHEN W. DOGGETT, M.D., PA
EIN 59-2152294medical practiceLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 6 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#002
STEPHEN W. DOGGETT, M.D., PA CASH BALANCE PLAN
CashBalance
Assets$2.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
STEPHEN W. DOGGETT PROFIT SHARING PLAN II
ProfitSharing
Assets$279K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEPHEN W. DOGGETT, M.D., PA CASH BALANCE PLAN | CashBalance | $2.7M | 3 | 2025 | |
| 004 | STEPHEN W. DOGGETT PROFIT SHARING PLAN II | ProfitSharing | $279K | 3 | 2025 |
Retirement plans