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  2. WEST COAST MEDICAL ASSOCIATES PA
Sponsor portfolio

WEST COAST MEDICAL ASSOCIATES PA

EIN 20-0386888-medical practice-Latest filing 2025
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
37
5824 STATE ROAD 54, SUITE 101 - NEW PORT RICHEY, FL 34652727-534-8807LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.5M - 16 part#002CashBalance-$2.0M - 21 part

Retirement portfolio analytics

2 plans aggregated / $4.5M assets / 37 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • PLAN AND T (#001)56%
  • CASH BALANCE PLAN (#002)44%
Total $4.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)21
  • PLAN AND T (#001)16
Total 37Click 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

WEST COAST MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN AND T

401k

Assets$2.5M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

WEST COAST MEDICAL ASSOCIATES CASH BALANCE PLAN

CashBalance

Assets$2.0M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WEST COAST MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN AND T401k$2.5M162025
002WEST COAST MEDICAL ASSOCIATES CASH BALANCE PLANCashBalance$2.0M212025
Retirement plans
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