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  2. SUNCOAST PRIMARY CARE, LLC
Sponsor portfolio

SUNCOAST PRIMARY CARE, LLC

EIN 20-5962913-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
14
7145 MARINER BLVD - SPRING HILL, FL 34609352-573-9475suncoastprimarycare.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002CashBalance-$1.4M - 7 part#001401k-$214K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • CASH BALANCE PLAN (#002)87%
  • PROFIT SHARING PLAN (#001)13%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)7
  • PROFIT SHARING PLAN (#001)7
Total 14Click 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

SUNCOAST PRIMARY CARE CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SUNCOAST PRIMARY CARE 401K PROFIT SHARING PLAN

401k

Assets$214K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SUNCOAST PRIMARY CARE CASH BALANCE PLANCashBalance$1.4M72025
001SUNCOAST PRIMARY CARE 401K PROFIT SHARING PLAN401k$214K72025
Retirement plans
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