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  2. CHAEWON SONG, MD, INC.
Sponsor portfolio

CHAEWON SONG, MD, INC.

EIN 20-5837032-medical practice-Latest filing 2024
Plans
2
Retirement
2
$8.1M assets
Welfare
0
Participants
11
12665 GARDEN GROVE BLVD., SUITE 503 - GARDEN GROVE, CA 92843714-530-3740LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$7.0M - 7 part#002CashBalance-$1.1M - 4 part

Retirement portfolio analytics

2 plans aggregated / $8.1M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PROFIT SHARING PLAN (#001)86%
  • CASH BALANCE PLAN (#002)14%
Total $8.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)7
  • CASH BALANCE PLAN (#002)4
Total 11Click 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

CHAEWON SONG, M.D., INC. 401(K) PROFIT SHARING PLAN

401k

Assets$7.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

CHAEWON SONG M.D., INC. CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHAEWON SONG, M.D., INC. 401(K) PROFIT SHARING PLAN401k$7.0M72024
002CHAEWON SONG M.D., INC. CASH BALANCE PLANCashBalance$1.1M42024
Retirement plans
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