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  2. DAVID GU, D.O., A PROFESSIONAL CORP.
Sponsor portfolio

DAVID GU, D.O., A PROFESSIONAL CORP.

EIN 20-2088167-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
14
723 S GARFIELD AVE, STE 201 - ALHAMBRA, CA 918014429626-282-3999LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001TraditionalDB-$6.9M - 7 part#002401k-$497K - 7 part

Retirement portfolio analytics

2 plans aggregated / $7.4M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • DEFINED BENEFIT PENSION (#001)93%
  • PROFIT SHARING PLAN (#002)7%
Total $7.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)7
  • PROFIT SHARING PLAN (#002)7
Total 14Click 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#001

DAVID GU, D.O. A PROFESSIONAL CORP. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$6.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAVID GU, D.O., A PROFESSIONAL CORP. 401(K) PROFIT SHARING PLAN

401k

Assets$497K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAVID GU, D.O. A PROFESSIONAL CORP. DEFINED BENEFIT PENSION PLANTraditionalDB$6.9M72024
002DAVID GU, D.O., A PROFESSIONAL CORP. 401(K) PROFIT SHARING PLAN401k$497K72024
Retirement plans
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