Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
403b
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JULIANJOHNSON, P.C. CASH BALANCE PENSION PLAN | CashBalance | $611K | 8 | 2025 | |
| 001 | JULIANJOHNSON, P.C. 401(K) PROFIT SHARING PLAN | 403b | $366K | 11 | 2025 | |
| 002 | JULIANJOHNSON, P.C. PROFIT SHARING PLAN | ProfitSharing | $71K | 9 | 2024 |