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  2. DAVID W. ENGEN, D.D.S., P.S.
Sponsor portfolio

DAVID W. ENGEN, D.D.S., P.S.

EIN 91-0891416-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
34
9911 N NEVADA ST., STE 110 - SPOKANE, WA 99218509-326-4445
Plans on this EIN
2 filings
#002401k-$2.0M - 21 part#003TraditionalDB-$1.7M - 13 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 34 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PLAN AND TRUST (#002)54%
  • DEFINED BENEFIT PENSION (#003)46%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)21
  • DEFINED BENEFIT PENSION (#003)13
Total 34Click 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#002

DAVID W. ENGEN, D.D.S., P.S. 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$2.0M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

ENGEN DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DAVID W. ENGEN, D.D.S., P.S. 401K PROFIT SHARING PLAN AND TRUST401k$2.0M212025
003ENGEN DEFINED BENEFIT PENSION PLANTraditionalDB$1.7M132025
Retirement plans
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