Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
TIMOTHY M. TALBOTT, D.D.S., M.S., P.A.
EIN 65-1108724Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
22
4521 EXECUTIVE DR., SUITE 201 - NAPLES, FL 34119239-593-8844
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 22 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
TIMOTHY M. TALBOTT, D.D.S., M.S., P.A. CASH BALANCE PENSION PLAN
CashBalance
Assets$3.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TIMOTHY M. TALBOTT, D.D.S., M.S., P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$2.7M
Participants12
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 | TIMOTHY M. TALBOTT, D.D.S., M.S., P.A. CASH BALANCE PENSION PLAN | CashBalance | $3.1M | 10 | 2024 | |
| 001 | TIMOTHY M. TALBOTT, D.D.S., M.S., P.A. 401(K) PROFIT SHARING PLAN | 401k | $2.7M | 12 | 2024 |
Retirement plans