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Sponsor portfolio

EAST TEXAS ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, INC.

EIN 75-1926087-medical practice-Latest filing 2024
Plans
3
Retirement
3
$6.1M assets
Welfare
0
Participants
33
3004 H.G. MOSLEY PKWY - LONGVIEW, TX 756052948903-758-3444easttexasoralsurgery.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$5.8M - 22 part#003CashBalance-$282K - 10 part#002CashBalance-$1K - 1 part

Retirement portfolio analytics

3 plans aggregated / $6.1M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • PROFIT SHARING PLAN (#001)95%
  • CASH BALANCE PLAN (#003)5%
  • CASH BALANCE PENSION (#002)0%
Total $6.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)22
  • CASH BALANCE PLAN (#003)10
  • CASH BALANCE PENSION (#002)1
Total 33Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EAST TEXAS ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, INC. PROFIT SHARING PLAN

401k

Assets$5.8M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

EAST TEXAS ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, INC. CASH BALANCE PLAN

CashBalance

Assets$282K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EAST TEXAS ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$1K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001EAST TEXAS ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, INC. PROFIT SHARING PLAN401k$5.8M222024
003EAST TEXAS ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, INC. CASH BALANCE PLANCashBalance$282K102024
002EAST TEXAS ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, INC. CASH BALANCE PENSION PLANCashBalance$1K12024
Retirement plans
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