Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DR. JALLI, MD PC
EIN 81-0901379medical practiceLatest filing 2024
Plans
3
Retirement
2
$706K assets
Welfare
1
Participants
20
2401 RESEARCH BLVD., SUITE 330 - ROCKVILLE, MD 20850301-686-8554drjalli.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $706K assets / 16 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#002
DR. JALLI MD, PC CASH BALANCE PLAN
CashBalance
Assets$684K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DR. JALLI MD, PC PROFIT SHARING PLAN
ProfitSharing
Assets$22K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
DR. JALLI MD, PC CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DR. JALLI MD, PC CASH BALANCE PLAN | CashBalance | $684K | 4 | 2024 | |
| 001 | DR. JALLI MD, PC PROFIT SHARING PLAN | ProfitSharing | $22K | 12 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | DR. JALLI MD, PC CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans