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Sponsor portfolio

MARTIN J BACKMAN MD MEDICAL CO

EIN 45-2806381-medical practice-Latest filing 2025
Plans
2
Retirement
2
$952K assets
Welfare
0
Participants
12
21792 HERMOSA LN - TRABUCO CANYON, CA 926793435949-533-2828LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$856K - 4 part#001401k-$96K - 8 part

Retirement portfolio analytics

2 plans aggregated / $952K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • CASH BALANCE PLAN (#002)90%
  • PLAN & TRUST (#001)10%
Total $952KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)8
  • CASH BALANCE PLAN (#002)4
Total 12Click 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

MARTIN J. BACKMAN MD MEDICAL CO. CASH BALANCE PLAN

CashBalance

Assets$856K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MARTIN J BACKMAN MD MEDICAL CO 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$96K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MARTIN J. BACKMAN MD MEDICAL CO. CASH BALANCE PLANCashBalance$856K42024
001MARTIN J BACKMAN MD MEDICAL CO 401(K) PROFIT SHARING PLAN & TRUST401k$96K82025
Retirement plans
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