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  2. MONIKA K. SONI IRREVOCABLE TRUST I
Sponsor portfolio

MONIKA K. SONI IRREVOCABLE TRUST I

EIN 83-6243638-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
24
89 SUMMIT AVE - SUMMIT, NJ 07901973-752-2332
Plans on this EIN
2 filings
#001401k-$724K - 17 part#002CashBalance-$390K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • LASER CENTER 401(K) (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LASER CENTER 401(K) (#001)17
  • CASH BALANCE PLAN (#002)7
Total 24Click 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#001

ETHOS SPA SKIN & LASER CENTER 401(K) PLAN

401k

Assets$724K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ETHOS SPA SKIN & LASER CASH BALANCE PLAN

CashBalance

Assets$390K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ETHOS SPA SKIN & LASER CENTER 401(K) PLAN401k$724K172024
002ETHOS SPA SKIN & LASER CASH BALANCE PLANCashBalance$390K72024
Retirement plans
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