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  2. COLONIAL INTERNAL MEDICINE ASSOCIATES, P.C.
Sponsor portfolio

COLONIAL INTERNAL MEDICINE ASSOCIATES, P.C.

EIN 20-1098588-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$8.0M assets
Welfare
0
Participants
80
125 OLDE GREENWICH DR. STE 300 - FREDERICKSBURG, VA 22408540-374-5599LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$5.3M - 52 part#002CashBalance-$2.7M - 28 part

Retirement portfolio analytics

2 plans aggregated / $8.0M assets / 80 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PLAN AND TRUST (#001)66%
  • CASH BALANCE PLAN (#002)34%
Total $8.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)52
  • CASH BALANCE PLAN (#002)28
Total 80Click 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

COLONIAL INTERNAL MEDICINE ASSOC., 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$5.3M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

COLONIAL INTERNAL MEDICINE ASSOCIATES CASH BALANCE PLAN

CashBalance

Assets$2.7M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COLONIAL INTERNAL MEDICINE ASSOC., 401(K) PROFIT SHARING PLAN AND TRUST401k$5.3M522024
002COLONIAL INTERNAL MEDICINE ASSOCIATES CASH BALANCE PLANCashBalance$2.7M282025
Retirement plans
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