Assets by plan
Share of aggregate retirement assets
Filings through .
First State Medical Associates
EIN 20-8580437medical practiceLatest filing 2025
Plans
2
Retirement
2
$9.1M assets
Health & Benefits
0
Participants
28
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.1M assets / 28 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FIRST STATE MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN
401(k)
Assets$6.3M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
FIRST STATE MEDICAL ASSOCIATES CASH BALANCE PLAN
Cash balance
Assets$2.8M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FIRST STATE MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN | 401(k) | $6.3M | 16 | 2025 |
| #002 | FIRST STATE MEDICAL ASSOCIATES CASH BALANCE PLAN | Cash balance | $2.8M | 12 | 2025 |
- #001 · 401(k) · 202516
- #002 · Cash balance · 202512
Retirement plans