Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JACOB OFFENBERGER, M.D., INC.
EIN 95-4740341medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
43
10515 BALBOA BLVD, SUITE 390 - GRANADA HILLS, CA 91344818-366-8112LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 43 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
JACOB OFFENBERGER, M.D., INC. PROFIT SHARING PLAN
ProfitSharing
Assets$1.1M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JACOB OFFENBERGER, M.D., INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$694K
Participants9
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 | JACOB OFFENBERGER, M.D., INC. PROFIT SHARING PLAN | ProfitSharing | $1.1M | 34 | 2024 | |
| 002 | JACOB OFFENBERGER, M.D., INC. CASH BALANCE PENSION PLAN | CashBalance | $694K | 9 | 2024 |
Retirement plans