Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL KOUMJIAN, M.D., APC
EIN 95-3420277medical practiceLatest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
6
5525 GROSSMONT CENTER DRIVE, SUITE 609 - LA MESA, CA 91942619-466-5700LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 6 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#003
MICHAEL KOUMJIAN, M.D., A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$3.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
MICHAEL KOUMJIAN, M.D., A PROFESSIONAL CORPORATION CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MICHAEL KOUMJIAN, M.D., A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $3.5M | 3 | 2024 | |
| 004 | MICHAEL KOUMJIAN, M.D., A PROFESSIONAL CORPORATION CASH BALANCE PLAN | CashBalance | $1.5M | 3 | 2024 |
Retirement plans