Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KATHY YU-SYKEN, MD ,INC. A MEDICAL CORPORATION
EIN 82-0933609Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
2
$1.6M assets
Welfare
1
Participants
25
17742 BEACH BLVD, SUITE 345 - HUNTINGTON BEACH, CA 92647714-375-4224
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 17 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
KATHY YU-SYKEN, MD, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KATHY YU-SYKEN, M. D. , INC. , A MEDICAL CORPORATION PROFIT SHARING PLAN
401k
Assets$216K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
KATHY YU-SYKEN, MD, INC. DEFINED BENEFIT PENSION 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 | KATHY YU-SYKEN, MD, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.4M | 8 | 2024 | |
| 001 | KATHY YU-SYKEN, M. D. , INC. , A MEDICAL CORPORATION PROFIT SHARING PLAN | 401k | $216K | 9 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | KATHY YU-SYKEN, MD, INC. DEFINED BENEFIT PENSION PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans