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  2. DAVID M. SALVAY, M.D., INC.
Sponsor portfolio

DAVID M. SALVAY, M.D., INC.

EIN 81-4782554-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
11
1501 SUPERIOR AVENUE, SUITE 315 - NEWPORT BEACH, CA 92663314-305-3221LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$1.4M - 6 part#001401k-$555K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CASH BALANCE PLAN (#002)71%
  • 401(K) P/S PLAN (#001)29%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)6
  • 401(K) P/S PLAN (#001)5
Total 11Click 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

DAVID M SALVAY MD CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DAVID M. SALVAY, M.D., INC. 401(K) P/S PLAN

401k

Assets$555K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DAVID M SALVAY MD CASH BALANCE PLANCashBalance$1.4M62025
001DAVID M. SALVAY, M.D., INC. 401(K) P/S PLAN401k$555K52025
Retirement plans
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