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Sponsor portfolio

C. JEFFREY CARLSON, M.D.

EIN 94-2855300-Health Care and Social Assistance-Latest filing 2024
Plans
1
Retirement
1
$4.5M assets
Welfare
0
Participants
3
9520 MACDONALD COURT - PLEASANTON, CA 94588925-227-1452
Plans on this EIN
1 filing
#001ProfitSharing-$4.5M - 3 part

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Retirement#001

C. JEFFREY CARLSON, M.D. PROFIT SHARING PLAN

ProfitSharing

Assets$4.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001C. JEFFREY CARLSON, M.D. PROFIT SHARING PLANProfitSharing$4.5M32024
Retirement plans
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