Assets by plan
Share of aggregate retirement assets
Filings through .
Simon Cheung, M.D., Apc
EIN 20-1062452Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$27.7M assets
Health & Benefits
0
Participants
8
17220 NEWHOPE STREET, SUITE 125 - IRVINE, CA 92619714-424-0109
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $27.7M assets / 8 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SIMON CHEUNG, MD APC DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$27.7M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SIMON CHEUNG, M.D., APC PROFIT SHARING PLAN
Profit-sharing
Assets$52K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SIMON CHEUNG, MD APC DEFINED BENEFIT PENSION PLAN | Traditional DB | $27.7M | 4 | 2025 |
| #002 | SIMON CHEUNG, M.D., APC PROFIT SHARING PLAN | Profit-sharing | $52K | 4 | 2025 |
- #001 · Traditional DB · 20254
- #002 · Profit-sharing · 20254
Retirement plans