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Sponsor portfolio

ACCESS MULTI SPECIALTY MEDICAL CLINIC, INC.

EIN 94-3368586-medical practice-Latest filing 2024
Plans
3
Retirement
2
$2.1M assets
Welfare
1
Participants
7
25 EDWARDS CT STE 101 - BURLINGAME, CA 94010415-596-1151LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#001CashBalance-$1.8M - 2 part#002401k-$245K - 3 part#001Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • LEVINSON DB PLAN (#001)88%
  • PROFIT SHARING PLAN (#002)12%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)3
  • LEVINSON DB PLAN (#001)2
Total 5Click 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

MICHAEL LEVINSON DB PLAN

CashBalance

Assets$1.8M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ACCESS MULTI SPECIALTY MEDICAL CLINIC, INC.401(K) PROFIT SHARING PLAN

401k

Assets$245K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001

MICHAEL LEVINSON DB PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MICHAEL LEVINSON DB PLANCashBalance$1.8M22024
002ACCESS MULTI SPECIALTY MEDICAL CLINIC, INC.401(K) PROFIT SHARING PLAN401k$245K32024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
001MICHAEL LEVINSON DB PLANSelf Funded-$002024
Retirement plans
Welfare plans
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