Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SIMON CHEUNG, M.D., APC
EIN 20-1062452Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$24.9M assets
Welfare
0
Participants
6
17220 NEWHOPE STREET, SUITE 125 - IRVINE, CA 92619714-424-0109
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $24.9M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SIMON CHEUNG, MD APC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$24.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SIMON CHEUNG, M.D., APC PROFIT SHARING PLAN
ProfitSharing
Assets$52K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMON CHEUNG, MD APC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $24.9M | 3 | 2024 | |
| 002 | SIMON CHEUNG, M.D., APC PROFIT SHARING PLAN | ProfitSharing | $52K | 3 | 2024 |
Retirement plans