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Sponsor portfolio

LEUNG TAX CONSULTING

EIN 26-2537438-accounting-Latest filing 2024
Plans
2
Retirement
2
$989K assets
Welfare
0
Participants
19
3943 IRVINE BLVD. SUITE 23 - IRVINE, CA 92602949-430-0338LinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#001401k-$642K - 11 part#002CashBalance-$347K - 8 part

Retirement portfolio analytics

2 plans aggregated / $989K assets / 19 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PROFIT SHARING PLAN (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $989KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)11
  • CASH BALANCE PLAN (#002)8
Total 19Click 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

LTC 401(K) PROFIT SHARING PLAN

401k

Assets$642K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEUNG TAX CONSULTING CASH BALANCE PLAN

CashBalance

Assets$347K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LTC 401(K) PROFIT SHARING PLAN401k$642K112024
002LEUNG TAX CONSULTING CASH BALANCE PLANCashBalance$347K82024
Retirement plans
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