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  2. JANE S WESTON, M.D., A MEDICAL CORPORATION
Sponsor portfolio

JANE S WESTON, M.D., A MEDICAL CORPORATION

EIN 77-0533104-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
37
529 LAKEMEAD WAY - EMERALD HILLS, CA 94062650-363-0300LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$1.6M - 19 part#003CashBalance-$377K - 18 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 37 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • PROFIT SHARING PLAN (#002)81%
  • CORPORATION CASH BALANCE (#003)19%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)19
  • CORPORATION CASH BALANCE (#003)18
Total 37Click 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

JANE S WESTON, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$1.6M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

JANE S WESTON, M.D., A MEDICAL CORPORATION CASH BALANCE

CashBalance

Assets$377K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JANE S WESTON, M.D., A MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN401k$1.6M192025
003JANE S WESTON, M.D., A MEDICAL CORPORATION CASH BALANCECashBalance$377K182025
Retirement plans
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