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  2. THERESA THANH NGUYEN, M.D., INC.
Sponsor portfolio

THERESA THANH NGUYEN, M.D., INC.

EIN 43-1955155-medical practice-Latest filing 2025
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
30
5030 WESTMINSTER AVE. - SANTA ANA, CA 92703714-775-8090LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$4.5M - 12 part#001401k-$2.6M - 18 part

Retirement portfolio analytics

2 plans aggregated / $7.1M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • CASH BALANCE PENSION (#002)63%
  • PROFIT SHARING PLAN (#001)37%
Total $7.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)18
  • CASH BALANCE PENSION (#002)12
Total 30Click 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

THERESA THANH NGUYEN, M.D., INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$4.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THERESA THANH NGUYEN, M.D., INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.6M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THERESA THANH NGUYEN, M.D., INC. CASH BALANCE PENSION PLANCashBalance$4.5M122025
001THERESA THANH NGUYEN, M.D., INC. 401(K) PROFIT SHARING PLAN401k$2.6M182025
Retirement plans
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