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  1. Companies/
  2. Joseph A. Serna, M.D.

Filings through Sep 24, 2026.

Sponsor portfolio

Joseph A. Serna, M.D.

EIN 20-1135424-Health Care and Social Assistance-Latest filing 2024
Plans
1
Retirement
1
$170K assets
Welfare
0
Participants
4
1220 W. HEMLOCK WAY, SUITE 112 - SANTA ANA, CA 92707714-545-5503
Plans on this EIN
1 filing
#001401(k)-$170K - 4 part

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Retirement#001

JOSEPH A. SERNA, M. D. 401(K) PROFIT SHARING PLAN

401(k)

Assets$170K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOSEPH A. SERNA, M. D. 401(K) PROFIT SHARING PLAN401(k)$170K42024
Retirement plans
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