PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EDWARD J. GROSS, M.D., P.L.
Sponsor portfolio

EDWARD J. GROSS, M.D., P.L.

EIN 59-3613914-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
29
1035 PRIMERA BLVD. - LAKE MARY, FL 32746407-333-3040LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$800K - 13 part#001401k-$364K - 16 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PLAN (#002)69%
  • PROFIT SHARING PLAN (#001)31%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)16
  • CASH BALANCE PLAN (#002)13
Total 29Click 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

PRIMERA PLASTIC SURGERY CASH BALANCE PLAN

CashBalance

Assets$800K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PRIMERA PLASTIC SURGERY 401(K) PROFIT SHARING PLAN

401k

Assets$364K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PRIMERA PLASTIC SURGERY CASH BALANCE PLANCashBalance$800K132024
001PRIMERA PLASTIC SURGERY 401(K) PROFIT SHARING PLAN401k$364K162024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica