Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
MICHAEL M. NEWAN, M.D., P.A.
EIN 59-3692217Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
7
1034 16TH STREET N - ST. PETERSBURG, FL 33705727-895-5864
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 7 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
MICHAEL M. NEWAN M.D. PA CASH BALANCE PLAN
CashBalance
Assets$808K
Participants3
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Retirement#001
MICHAEL M. NEWAN M.D., P.A. 401(K) PLAN
401k
Assets$445K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MICHAEL M. NEWAN M.D. PA CASH BALANCE PLAN | CashBalance | $808K | 3 | 2025 | |
| 001 | MICHAEL M. NEWAN M.D., P.A. 401(K) PLAN | 401k | $445K | 4 | 2025 |
Retirement plans