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Sponsor portfolio

JASON J. EMER, M.D., INC.

EIN 47-2837513-medical practice-Latest filing 2024
Plans
3
Retirement
2
$1.8M assets
Welfare
1
Participants
86
9201 W SUNSET BLVD., SUITE 510 - WEST HOLLYWOOD, CA 90069217-377-1279jasonemermd.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$940K - 32 part#002CashBalance-$894K - 22 part#001Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 54 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • M.D., INC. 401(K) (#001)51%
  • CASH BALANCE PLAN (#002)49%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • M.D., INC. 401(K) (#001)32
  • CASH BALANCE PLAN (#002)22
Total 54Click 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

JASON J. EMER, M.D., INC. 401(K) PLAN

401k

Assets$940K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

JASON J. EMER, M.D., INC. CASH BALANCE PLAN

CashBalance

Assets$894K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001

JASON J. EMER, M.D., INC. 401(K) PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JASON J. EMER, M.D., INC. 401(K) PLAN401k$940K322024
002JASON J. EMER, M.D., INC. CASH BALANCE PLANCashBalance$894K222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
001JASON J. EMER, M.D., INC. 401(K) PLANSelf Funded-$002024
Retirement plans
Welfare plans
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