Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID A. NEWMAN, M.D., INC.
EIN 93-4728761medical practiceLatest filing 2024
Plans
2
Retirement
2
$8.1M assets
Welfare
0
Participants
14
25150 HANCOCK AVENUE, SUITE 110 - MURRIETA, CA 925625988951-698-3344LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.1M assets / 14 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
DAVID A. NEWMAN, M.D., INC. PROFIT SHARING PLAN
ProfitSharing
Assets$6.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID A. NEWMAN, M.D., INC. CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants7
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 | DAVID A. NEWMAN, M.D., INC. PROFIT SHARING PLAN | ProfitSharing | $6.5M | 7 | 2024 | |
| 002 | DAVID A. NEWMAN, M.D., INC. CASH BALANCE PLAN | CashBalance | $1.7M | 7 | 2024 |
Retirement plans