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Sponsor portfolio

DOUGLAS G. GENNINGER, D.D.S., P.A.

EIN 59-2907717-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
20
1305 W FLETCHER AVE - TAMPA, FL 33612813-968-4808
Plans on this EIN
2 filings
#001401k-$2.4M - 11 part#002CashBalance-$2.1M - 9 part

Retirement portfolio analytics

2 plans aggregated / $4.4M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PLAN & TRUST (#001)54%
  • CASH BALANCE PLAN (#002)46%
Total $4.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)11
  • CASH BALANCE PLAN (#002)9
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#001

DOUGLAS GENNINGER DDS PA 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DOUGLAS G. GENNINGER, D.D.S., P.A. CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DOUGLAS GENNINGER DDS PA 401(K) PROFIT SHARING PLAN & TRUST401k$2.4M112024
002DOUGLAS G. GENNINGER, D.D.S., P.A. CASH BALANCE PLANCashBalance$2.1M92024
Retirement plans
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