Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WESLEY KOBAYASHI, D.P.M., INC
EIN 73-1649799medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
16
18800 MAIN STREET, SUITE 104 - HUNTINGTON BEACH, CA 92648714-841-1963LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 16 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#002
WESLEY M. KOBAYASHI, D.P.M., INC. PROFIT SHARING PLAN
401k
Assets$2.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WESLEY KOBAYASHI, D.P.M., INC. CASH BALANCE PLAN
CashBalance
Assets$484K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WESLEY M. KOBAYASHI, D.P.M., INC. PROFIT SHARING PLAN | 401k | $2.1M | 8 | 2024 | |
| 003 | WESLEY KOBAYASHI, D.P.M., INC. CASH BALANCE PLAN | CashBalance | $484K | 8 | 2024 |
Retirement plans