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Sponsor portfolio

WESTERN PIEDMONT ANESTHESIA, P.A.

EIN 01-0590818-medical practice-Latest filing 2024
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
9
P.O. BOX 488 - CONOVER, NC 28613828-326-3645LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$3.3M - 5 part#003OtherDC-$2.2M - 4 part

Retirement portfolio analytics

2 plans aggregated / $5.6M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PROFIT SHARING PLAN (#002)60%
  • CASH BALANCE PLAN (#003)40%
Total $5.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)5
  • CASH BALANCE PLAN (#003)4
Total 9Click 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#002

WESTERN PIEDMONT ANESTHESIA, P.A. 401(K) PROFIT SHARING PLAN

401k

Assets$3.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WESTERN PIEDMONT ANESTHESIA, P.A. CASH BALANCE PLAN

OtherDC

Assets$2.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WESTERN PIEDMONT ANESTHESIA, P.A. 401(K) PROFIT SHARING PLAN401k$3.3M52024
003WESTERN PIEDMONT ANESTHESIA, P.A. CASH BALANCE PLANOtherDC$2.2M42024
Retirement plans
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