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Sponsor portfolio

SOUTHERN CALIFORNIA PSYCHIATRIC GROUP, INC.

EIN 27-0723775-medical practice-Latest filing 2024
Plans
2
Retirement
2
$817K assets
Welfare
0
Participants
16
44473 HOWELL MOUNTAIN ST - TEMECULA, CA 92592951-893-8838LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$532K - 5 part#001401k-$285K - 11 part

Retirement portfolio analytics

2 plans aggregated / $817K assets / 16 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • DEFINED BENEFIT PENSION (#002)65%
  • PROFIT SHARING PLAN (#001)35%
Total $817KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)11
  • DEFINED BENEFIT PENSION (#002)5
Total 16Click 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

SOUTHERN CALIFORNIA PSYCHIATRIC GROUP, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$532K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTHERN CALIFORNIA PSYCHIATRIC GROUP, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$285K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHERN CALIFORNIA PSYCHIATRIC GROUP, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$532K52024
001SOUTHERN CALIFORNIA PSYCHIATRIC GROUP, INC. 401(K) PROFIT SHARING PLAN401k$285K112024
Retirement plans
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