Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KINCAID, PURVIS & GODWIN, PLLC
EIN 81-1040215medical practiceLatest filing 2025
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
45
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.3M assets / 45 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
WILLIAM I. KINCAID III, D.D.S., PLLC 401(K) PLAN
401k
Assets$5.6M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WILLIAM I. KINCAID III, D.D.S., PLLC CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants21
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 | WILLIAM I. KINCAID III, D.D.S., PLLC 401(K) PLAN | 401k | $5.6M | 24 | 2024 | |
| 002 | WILLIAM I. KINCAID III, D.D.S., PLLC CASH BALANCE PLAN | CashBalance | $1.7M | 21 | 2025 |
Retirement plans