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Sponsor portfolio

SCOTT E KEITH DDS MS FAPC & QUINCY GIBBS DDS A GP

EIN 83-1351766-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
23
1111 CIVIC DRIVE, SUITE 320 - WALNUT CREEK, CA 94596925-935-4040
Plans on this EIN
2 filings
#001401k-$2.6M - 13 part#002CashBalance-$2.0M - 10 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • SHARING 401K PLAN (#001)56%
  • CASH BALANCE PLAN (#002)44%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING 401K PLAN (#001)13
  • CASH BALANCE PLAN (#002)10
Total 23Click 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

SCOTT E KEITH DDS MS FAPC & QUINCY GIBBS DDS A GP PROFIT SHARING 401K PLAN

401k

Assets$2.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SCOTT E. KEITH, D.D.S., M.S., FAPC & QUINCY GIBBS, D.D.S., A G.P. CASH BALANCE PLAN

CashBalance

Assets$2.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SCOTT E KEITH DDS MS FAPC & QUINCY GIBBS DDS A GP PROFIT SHARING 401K PLAN401k$2.6M132024
002SCOTT E. KEITH, D.D.S., M.S., FAPC & QUINCY GIBBS, D.D.S., A G.P. CASH BALANCE PLANCashBalance$2.0M102024
Retirement plans
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