Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID J. APPLEBAUM, M.D., P.A.
EIN 65-0300000Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
17
1599 NW 9TH AVENUE - BOCA RATON, FL 33486561-347-7777bocaratoncosmeticsurg.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 17 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
DAVID J. APPLEBAUM CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DAVID J. APPLEBAUM, M.D., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$704K
Participants11
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 | DAVID J. APPLEBAUM CASH BALANCE PLAN | CashBalance | $1.1M | 6 | 2025 | |
| 001 | DAVID J. APPLEBAUM, M.D., P.A. 401(K) PROFIT SHARING PLAN | 401k | $704K | 11 | 2025 |
Retirement plans