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  2. JOHN S. YUN DMD, INC.
Sponsor portfolio

JOHN S. YUN DMD, INC.

EIN 05-0528541-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
8
1761 W. ROMNEYA DR., STE. K - ANAHEIM, CA 92801714-345-8814
Plans on this EIN
2 filings
#002CashBalance-$945K - 4 part#001ProfitSharing-$72K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • DMD, INC. PENSION (#002)93%
  • INC. RETIREMENT PLAN (#001)7%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DMD, INC. PENSION (#002)4
  • INC. RETIREMENT PLAN (#001)4
Total 8Click 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

JOHN S. YUN DMD, INC. PENSION PLAN

CashBalance

Assets$945K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JOHN S. YUN DMD, INC. RETIREMENT PLAN

ProfitSharing

Assets$72K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JOHN S. YUN DMD, INC. PENSION PLANCashBalance$945K42024
001JOHN S. YUN DMD, INC. RETIREMENT PLANProfitSharing$72K42024
Retirement plans
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