Assets by plan
Share of aggregate retirement assets
Filings through .
Winfred Y. K. Chang, M.D., Inc.
EIN 99-0190975medical practiceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Health & Benefits
0
Participants
7
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 7 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
WINFRED Y. K. CHANG, M.D., INC. 401K PROFIT SHARING PLAN
401(k)
Assets$829K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
WINFRED Y. K. CHANG, M.D., INC. CASH BALANCE PLAN
Cash balance
Assets$285K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WINFRED Y. K. CHANG, M.D., INC. 401K PROFIT SHARING PLAN | 401(k) | $829K | 5 | 2024 |
| #003 | WINFRED Y. K. CHANG, M.D., INC. CASH BALANCE PLAN | Cash balance | $285K | 2 | 2024 |
- #002 · 401(k) · 20245
- #003 · Cash balance · 20242
Retirement plans