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  2. ROGER TSAI, M.D., INC., A MEDICAL CORPORATION
Sponsor portfolio

ROGER TSAI, M.D., INC., A MEDICAL CORPORATION

EIN 47-1608567-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$517K assets
Welfare
0
Participants
5
9201 W SUNSET BLVD, SUITE GF-1A - WEST HOLLYWOOD, CA 90069407-739-4515
Plans on this EIN
2 filings
#002CashBalance-$310K - 2 part#001401k-$207K - 3 part

Retirement portfolio analytics

2 plans aggregated / $517K assets / 5 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CASH BALANCE PENSION (#002)60%
  • PROFIT SHARING PLAN (#001)40%
Total $517KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)3
  • CASH BALANCE PENSION (#002)2
Total 5Click 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

ROGER TSAI, M.D., INC., A MEDICAL CORPORATION CASH BALANCE PENSION PLAN

CashBalance

Assets$310K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ROGER TSAI, M.D., INC., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$207K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROGER TSAI, M.D., INC., A MEDICAL CORPORATION CASH BALANCE PENSION PLANCashBalance$310K22025
001ROGER TSAI, M.D., INC., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN401k$207K32025
Retirement plans
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