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  2. ADULT INTERNAL MEDICINE CLINIC OF YUMA INC
Sponsor portfolio

ADULT INTERNAL MEDICINE CLINIC OF YUMA INC

EIN 20-1484632-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
3
$2.5M assets
Welfare
0
Participants
12
2120 WEST 24TH STREET, SUITE A - YUMA, AZ 85364928-782-6015
Plans on this EIN
3 filings
#003TraditionalDB-$1.8M - 3 part#002401k-$512K - 6 part#001CashBalance-$246K - 3 part

Retirement portfolio analytics

3 plans aggregated / $2.5M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • INTERNAL MEDICINE PENSION (#003)70%
  • PROFIT SHARING PLAN (#002)20%
  • CASH BALANCE PLAN (#001)10%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)6
  • INTERNAL MEDICINE PENSION (#003)3
  • CASH BALANCE PLAN (#001)3
Total 12Click 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#003

ADULT INTERNAL MEDICINE PENSION PLAN

TraditionalDB

Assets$1.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ADULT INTERNAL MEDICINE SAFE HARBOR 401(K) AND PROFIT SHARING PLAN

401k

Assets$512K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ADULT INTERNAL MEDICINE CASH BALANCE PLAN

CashBalance

Assets$246K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003ADULT INTERNAL MEDICINE PENSION PLANTraditionalDB$1.8M32024
002ADULT INTERNAL MEDICINE SAFE HARBOR 401(K) AND PROFIT SHARING PLAN401k$512K62024
001ADULT INTERNAL MEDICINE CASH BALANCE PLANCashBalance$246K32024
Retirement plans
Welfare plans
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