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  2. SAMUEL HUANG, D.D.S.
Sponsor portfolio

SAMUEL HUANG, D.D.S.

EIN 73-1722733-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
15
5 BULLARD CIRCLE - ROCKVILLE, MD 20850301-631-5748
Plans on this EIN
2 filings
#002CashBalance-$3.0M - 6 part#001401k-$1.4M - 9 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PLAN (#002)69%
  • PROFIT SHARING PLAN (#001)31%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)9
  • CASH BALANCE PLAN (#002)6
Total 15Click 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

SAMUEL HUANG, D.D.S. CASH BALANCE PLAN

CashBalance

Assets$3.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SAMUEL HUANG DDS PROFIT SHARING PLAN

401k

Assets$1.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SAMUEL HUANG, D.D.S. CASH BALANCE PLANCashBalance$3.0M62024
001SAMUEL HUANG DDS PROFIT SHARING PLAN401k$1.4M92024
Retirement plans
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