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Sponsor portfolio

BURROWS FAMILY PRACTICE INC.

EIN 81-2878337-medical practice-Latest filing 2024
Plans
3
Retirement
2
$2.7M assets
Welfare
1
Participants
24
1377 S. GRAND AVENUE - GLENDORA, CA 91740626-483-3348burrowsfamilypractice.orgLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#001TraditionalDB-$2.6M - 6 part#002ProfitSharing-$126K - 9 part#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • DEFINED BENEFIT PENSION (#001)95%
  • PROFIT SHARING PLAN (#002)5%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)9
  • DEFINED BENEFIT PENSION (#001)6
Total 15Click 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

BURROWS FAMILY PRACTICE INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BURROWS FAMILY PRACTICE, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$126K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

BURROWS FAMILY PRACTICE, INC. PROFIT SHARING PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BURROWS FAMILY PRACTICE INC. DEFINED BENEFIT PENSION PLANTraditionalDB$2.6M62024
002BURROWS FAMILY PRACTICE, INC. PROFIT SHARING PLANProfitSharing$126K92024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002BURROWS FAMILY PRACTICE, INC. PROFIT SHARING PLANSelf Funded-$002024
Retirement plans
Welfare plans
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