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Sponsor portfolio

ATHENS GASTROENTEROLOGY ASSOCIATION, PC

EIN 20-4473479-medical practice-Latest filing 2024
Plans
3
Retirement
3
$7.4M assets
Welfare
0
Participants
63
3320 OLD JEFFERSON ROAD BLDG 400 - ATHENS, GA 30607706-613-1625athensgastro.orgLinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$3.6M - 37 part#002TraditionalDB-$3.1M - 12 part#003ProfitSharing-$722K - 14 part

Retirement portfolio analytics

3 plans aggregated / $7.4M assets / 63 participants

Assets by plan

Share of aggregate retirement assets

48%top
  • PROFIT SHARING PLAN (#001)48%
  • DEFINED BENEFIT PENSION (#002)42%
  • PROFIT SHARING PLAN (#003)10%
Total $7.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)37
  • PROFIT SHARING PLAN (#003)14
  • DEFINED BENEFIT PENSION (#002)12
Total 63Click 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

ATHENS GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN

401k

Assets$3.6M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ATHENS GASTROENTEROLOGY ASSOCIATION, PC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$3.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ATHENS GASTROENTEROLOGY ASSOCIATION, PC PROFIT SHARING PLAN

ProfitSharing

Assets$722K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001ATHENS GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN401k$3.6M372024
002ATHENS GASTROENTEROLOGY ASSOCIATION, PC DEFINED BENEFIT PENSION PLANTraditionalDB$3.1M122024
003ATHENS GASTROENTEROLOGY ASSOCIATION, PC PROFIT SHARING PLANProfitSharing$722K142024
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