Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN BOON, M.D.
EIN 80-0810620medical practiceLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 8 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
JOHN BOON, M.D. DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOHN BOON, M.D. PROFIT SHARING PLAN
401k
Assets$513K
Participants4
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 | JOHN BOON, M.D. DEFINED BENEFIT PENSION PLAN | CashBalance | $1.9M | 4 | 2024 | |
| 002 | JOHN BOON, M.D. PROFIT SHARING PLAN | 401k | $513K | 4 | 2025 |
Retirement plans