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Sponsor portfolio

NOAH SIMONS, INCORPORATED

EIN 26-3609828-medical practice-Latest filing 2024
Plans
2
Retirement
2
$953K assets
Welfare
0
Participants
8
3259 PIERCE ST. - SAN FRANCISCO, CA 94123415-218-6065LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$548K - 2 part#001ProfitSharing-$405K - 6 part

Retirement portfolio analytics

2 plans aggregated / $953K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • DEFINED BENEFIT PENSION (#002)57%
  • PROFIT SHARING PLAN (#001)43%
Total $953KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)6
  • DEFINED BENEFIT PENSION (#002)2
Total 8Click 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#002

NOAH SIMONS, INCORPORATED DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$548K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NOAH SIMONS, INCORPORATED PROFIT SHARING PLAN

ProfitSharing

Assets$405K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NOAH SIMONS, INCORPORATED DEFINED BENEFIT PENSION PLANTraditionalDB$548K22024
001NOAH SIMONS, INCORPORATED PROFIT SHARING PLANProfitSharing$405K62024
Retirement plans
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