Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEE A. GIBSTEIN, M.D., P.A.
EIN 65-0779068hospital & health careLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
13
1166 KANE CONCOURSE, 3RD FLOOR - BAY HARBOR ISLANDS, FL 33154305-865-2802leeagibsteinmd.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 13 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
LEE A. GIBSTEIN, M.D., P.A. DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LEE A. GIBSTEIN, M.D., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$856K
Participants7
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 | LEE A. GIBSTEIN, M.D., P.A. DEFINED BENEFIT PLAN | TraditionalDB | $3.1M | 6 | 2025 | |
| 001 | LEE A. GIBSTEIN, M.D., P.A. 401(K) PROFIT SHARING PLAN | 401k | $856K | 7 | 2025 |
Retirement plans