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  2. DINESH SHARMA, M.D.
Sponsor portfolio

DINESH SHARMA, M.D.

EIN 71-0876331-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
25
1120 N CHINOWTH ST - VISALIA, CA 93291559-627-2772
Plans on this EIN
2 filings
#002CashBalance-$2.3M - 12 part#001401k-$312K - 13 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • CASH BALANCE PENSION (#002)88%
  • SHARMA, M.D. 401(K) (#001)12%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARMA, M.D. 401(K) (#001)13
  • CASH BALANCE PENSION (#002)12
Total 25Click 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

DINESH SHARMA, M.D. CASH BALANCE PENSION PLAN

CashBalance

Assets$2.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

DINESH SHARMA, M.D. 401(K) PLAN

401k

Assets$312K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DINESH SHARMA, M.D. CASH BALANCE PENSION PLANCashBalance$2.3M122024
001DINESH SHARMA, M.D. 401(K) PLAN401k$312K132024
Retirement plans
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