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  2. RICHARD JIN, MD, INC.
Sponsor portfolio

RICHARD JIN, MD, INC.

EIN 82-1406958-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
4
33963 LINDA ROSEA ROAD - TEMECULA, CA 92592949-244-2434
Plans on this EIN
2 filings
#002CashBalance-$1.5M - 2 part#001401k-$463K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • CASH BALANCE PLAN (#002)77%
  • MD, INC. 401(K) (#001)23%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • MD, INC. 401(K) (#001)2
Total 4Click 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

RICHARD JIN, MD, INC. CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RICHARD JIN MD, INC. 401(K) PLAN

401k

Assets$463K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RICHARD JIN, MD, INC. CASH BALANCE PLANCashBalance$1.5M22025
001RICHARD JIN MD, INC. 401(K) PLAN401k$463K22025
Retirement plans
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