Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHNSON AND MCDONALD, PLLC
EIN 82-4767025Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
64
304 N. CHELAN AVE. - WENATCHEE, WA 98801509-663-0068
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 64 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#001
WENATCHEE VALLEY ORAL AND FACIAL SURGERY RETIREMENT PLAN
401k
Assets$2.3M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WENATCHEE VALLEY ORAL AND FACIAL SURGERY DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.4M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WENATCHEE VALLEY ORAL AND FACIAL SURGERY RETIREMENT PLAN | 401k | $2.3M | 43 | 2024 | |
| 002 | WENATCHEE VALLEY ORAL AND FACIAL SURGERY DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $1.4M | 21 | 2024 |
Retirement plans