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Sponsor portfolio

SOUTHERN CALIFORNIA ELECTROPHYSIOLOGY ASSOCIATES, INC.

EIN 27-2892652-medical practice-Latest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
10
1211 W. LA PALMA AVE. #408 - ANAHEIM, CA 92801714-353-3250LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$2.8M - 3 part#001401k-$1.1M - 7 part

Retirement portfolio analytics

2 plans aggregated / $3.9M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • CASH BALANCE PLAN (#002)72%
  • PROFIT SHARING PLAN (#001)28%
Total $3.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)7
  • CASH BALANCE PLAN (#002)3
Total 10Click 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 ELECTROPHYSIOLOGY ASSOCIATES, INC. CASH BALANCE PLAN

CashBalance

Assets$2.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTHERN CALIFORNIA ELECTROPHYSIOLOGY ASSOCIATES, INC. PROFIT SHARING PLAN

401k

Assets$1.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHERN CALIFORNIA ELECTROPHYSIOLOGY ASSOCIATES, INC. CASH BALANCE PLANCashBalance$2.8M32024
001SOUTHERN CALIFORNIA ELECTROPHYSIOLOGY ASSOCIATES, INC. PROFIT SHARING PLAN401k$1.1M72024
Retirement plans
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