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Sponsor portfolio

KAMRAN QURESHI MD

EIN 33-0982794-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
11
27605 LAKE STREET - HEMET, CA 92544951-852-5155LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002TraditionalDB-$3.8M - 5 part#001401k-$223K - 6 part

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • QURESHI, MD PENSION (#002)94%
  • PROFIT SHARING PLAN (#001)6%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)6
  • QURESHI, MD PENSION (#002)5
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#002

KAMRAN QURESHI, MD PENSION PLAN

TraditionalDB

Assets$3.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KAMRAN QURESHI, MD PROFIT SHARING PLAN

401k

Assets$223K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KAMRAN QURESHI, MD PENSION PLANTraditionalDB$3.8M52024
001KAMRAN QURESHI, MD PROFIT SHARING PLAN401k$223K62024
Retirement plans
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