Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN KS TONG, DDS, INC.
EIN 47-0867997medical practiceLatest filing 2024
Plans
2
Retirement
2
$13.4M assets
Welfare
0
Participants
18
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.4M assets / 18 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JOHN KS TONG, DDS, INC., PROFIT SHARING/401(K) PLAN
401k
Assets$7.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOHN KS TONG, DDS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$6.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOHN KS TONG, DDS, INC., PROFIT SHARING/401(K) PLAN | 401k | $7.0M | 11 | 2024 | |
| 002 | JOHN KS TONG, DDS, INC. CASH BALANCE PENSION PLAN | CashBalance | $6.4M | 7 | 2024 |
Retirement plans