Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOGINDER S. SONI, M.D., INC.
EIN 77-0504639medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
9
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 9 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#001
JOGINDER S. SONI, M.D., INC. PROFIT SHARING PLAN
ProfitSharing
Assets$1.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOGINDER S. SONI, M.D., INC. CASH BALANCE PLAN
CashBalance
Assets$157K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOGINDER S. SONI, M.D., INC. PROFIT SHARING PLAN | ProfitSharing | $1.8M | 6 | 2024 | |
| 002 | JOGINDER S. SONI, M.D., INC. CASH BALANCE PLAN | CashBalance | $157K | 3 | 2024 |
Retirement plans