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Sponsor portfolio

NAOMI CHANEY, MD LTD

EIN 76-0737386-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$203K assets
Welfare
0
Participants
12
5380 S. RAINBOW BLVD #218 - LAS VEGAS, NV 89118702-319-5900
Plans on this EIN
2 filings
#002TraditionalDB-$199K - 6 part#003ProfitSharing-$4K - 6 part

Retirement portfolio analytics

2 plans aggregated / $203K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • DEFINED BENEFIT PLAN (#002)98%
  • PROFIT SHARING PLAN (#003)2%
Total $203KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)6
  • PROFIT SHARING PLAN (#003)6
Total 12Click 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

NAOMI CHANEY, MD LTD DEFINED BENEFIT PLAN

TraditionalDB

Assets$199K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

NAOMI CHANEY, MD LTD PROFIT SHARING PLAN

ProfitSharing

Assets$4K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NAOMI CHANEY, MD LTD DEFINED BENEFIT PLANTraditionalDB$199K62024
003NAOMI CHANEY, MD LTD PROFIT SHARING PLANProfitSharing$4K62024
Retirement plans
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