Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
M. I. SHARFMAN, MD, PA
EIN 59-3166891Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
21
2137 WEST STATE ROAD 434 - LONGWOOD, FL 327794983407-644-3737
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 21 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
M. I. SHARFMAN, MD, PA 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$3.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
M. I. SHARFMAN, M.D., P.A. DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.1M
Participants9
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 | M. I. SHARFMAN, MD, PA 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $3.5M | 12 | 2025 | |
| 002 | M. I. SHARFMAN, M.D., P.A. DEFINED BENEFIT PLAN | TraditionalDB | $2.1M | 9 | 2025 |
Retirement plans