Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WALTER A. THOMAS, M.D. A MEDICAL CORPORATION
EIN 71-0987414medical practiceLatest filing 2024
Plans
2
Retirement
2
$389K assets
Welfare
0
Participants
16
696 HAMPSHIRE ROAD, SUITE 200 - WESTLAKE VILLAGE, CA 91361805-497-0817wathomasortho.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $389K assets / 16 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#001
WALTER A. THOMAS, M.D. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$281K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WALTER A. THOMAS, M.D. PROFIT SHARING PLAN
ProfitSharing
Assets$108K
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 | |
|---|---|---|---|---|---|---|
| 001 | WALTER A. THOMAS, M.D. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $281K | 9 | 2024 | |
| 002 | WALTER A. THOMAS, M.D. PROFIT SHARING PLAN | ProfitSharing | $108K | 7 | 2024 |
Retirement plans