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  2. PAUL C. NORWOOD, M.D., F.A.C.P.
Sponsor portfolio

PAUL C. NORWOOD, M.D., F.A.C.P.

EIN 77-0156596-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
32
1369 E. CARLYLE WAY - FRESNO, CA 93730559-261-0990
Plans on this EIN
2 filings
#004CashBalance-$1.5M - 12 part#003401k-$1.2M - 20 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CASH BALANCE PLAN (#004)55%
  • PROFIT SHARING PLAN (#003)45%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)20
  • CASH BALANCE PLAN (#004)12
Total 32Click 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#004

PAUL C. NORWOOD, M.D., F.A.C.P. CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

PAUL C. NORWOOD M.D. 401(K) PROFIT SHARING PLAN

401k

Assets$1.2M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004PAUL C. NORWOOD, M.D., F.A.C.P. CASH BALANCE PLANCashBalance$1.5M122024
003PAUL C. NORWOOD M.D. 401(K) PROFIT SHARING PLAN401k$1.2M202024
Retirement plans
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