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Sponsor portfolio

PHYSICIANS MEDICAL GROUP LLC

EIN 20-0059210-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$880K assets
Welfare
0
Participants
10
825 OAKLEY SEAVER DRIVE - CLERMONT, FL 34711352-552-7026
Plans on this EIN
2 filings
#001401k-$643K - 6 part#002CashBalance-$237K - 4 part

Retirement portfolio analytics

2 plans aggregated / $880K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • PLAN AND TRUST (#001)73%
  • CASH BALANCE PLAN (#002)27%
Total $880KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)6
  • CASH BALANCE PLAN (#002)4
Total 10Click 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

PHYSICIANS MEDICAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$643K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PHYSICIANS MEDICAL GROUP LLC CASH BALANCE PLAN

CashBalance

Assets$237K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PHYSICIANS MEDICAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$643K62025
002PHYSICIANS MEDICAL GROUP LLC CASH BALANCE PLANCashBalance$237K42025
Retirement plans
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