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  2. SAMUEL R. CHACON M.D., P.C.
Sponsor portfolio

SAMUEL R. CHACON M.D., P.C.

EIN 45-4749237-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
4
504 W PLUM LN. SUITE 200 - RENO, NV 89509775-870-1521
Plans on this EIN
2 filings
#001TraditionalDB-$1.5M - 2 part#002401k-$280K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • PC RETIREMENT PLAN (#001)84%
  • PROFIT SHARING PLAN (#002)16%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PC RETIREMENT PLAN (#001)2
  • PROFIT SHARING PLAN (#002)2
Total 4Click 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#001

SAMUEL R CHACON MD PC RETIREMENT PLAN

TraditionalDB

Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAMUEL R. CHACON MD PC 401(K) PROFIT SHARING PLAN

401k

Assets$280K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAMUEL R CHACON MD PC RETIREMENT PLANTraditionalDB$1.5M22024
002SAMUEL R. CHACON MD PC 401(K) PROFIT SHARING PLAN401k$280K22024
Retirement plans
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