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Sponsor portfolioTH

CALIFORNIA ACADEMY OF FAMILY PHYSICIANS

EIN 94-1149565-non-profit organization management-Latest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
35
816 21ST ST, - SACRAMENTO, CA 95811415-345-8667familydocs.orgLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filings
#001MoneyPurchase-$1.6M - 19 part#002401k-$666K - 16 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 35 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • MONEY PURCHASE PLAN (#001)71%
  • PROFIT SHARING PLAN (#002)29%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PLAN (#001)19
  • PROFIT SHARING PLAN (#002)16
Total 35Click 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

CA ACADEMY OF FAMILY PHYSICIANS MONEY PURCHASE PLAN

MoneyPurchase

Assets$1.6M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

CALIFORNIA ACADEMY OF FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN

401k

Assets$666K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CA ACADEMY OF FAMILY PHYSICIANS MONEY PURCHASE PLANMoneyPurchase$1.6M192025
002CALIFORNIA ACADEMY OF FAMILY PHYSICIANS 401(K) PROFIT SHARING PLAN401k$666K162025
Retirement plans
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