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Sponsor portfolio

MEHTA MEDICAL, P.C.

EIN 83-2007516-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$525K assets
Welfare
0
Participants
7
3979 LACONIA AVE - BRONX, NY 10466718-509-7626mehtamedicalbilling.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001CashBalance-$422K - 3 part#002401k-$103K - 4 part

Retirement portfolio analytics

2 plans aggregated / $525K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • CASH BALANCE PLAN (#001)80%
  • PROFIT SHARING PLAN (#002)20%
Total $525KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)4
  • CASH BALANCE PLAN (#001)3
Total 7Click 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

MEHTA MEDICAL CASH BALANCE PLAN

CashBalance

Assets$422K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MEHTA MEDICAL 401(K) PROFIT SHARING PLAN

401k

Assets$103K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MEHTA MEDICAL CASH BALANCE PLANCashBalance$422K32024
002MEHTA MEDICAL 401(K) PROFIT SHARING PLAN401k$103K42024
Retirement plans
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