Assets by plan
Share of aggregate retirement assets
Filings through .
Santa Maria Gastroenterology Medical Group, Inc.
EIN 22-3872881medical practiceLatest filing 2025
Plans
3
Retirement
3
$21.1M assets
Health & Benefits
0
Participants
162
1315 SOUTH MILLER STREET, SUITE 101 - SANTA MARIA, CA 93454805-349-2945gisantamaria.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $21.1M assets / 162 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
SANTA MARIA GASTROENTEROLOGY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$17.2M
Participants102
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SANTA MARIA GASTROENTEROLOGY MEDICAL GROUP, INC. CASH BALANCE PLAN
Cash balance
Assets$3.2M
Participants39
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SANTA MARIA GASTROENTEROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN II
Profit-sharing
Assets$674K
Participants21
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SANTA MARIA GASTROENTEROLOGY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $17.2M | 102 | 2025 |
| #002 | SANTA MARIA GASTROENTEROLOGY MEDICAL GROUP, INC. CASH BALANCE PLAN | Cash balance | $3.2M | 39 | 2025 |
| #003 | SANTA MARIA GASTROENTEROLOGY MEDICAL GROUP, INC. PROFIT SHARING PLAN II | Profit-sharing | $674K | 21 | 2025 |
- #001 · 401(k) · 2025102
- #002 · Cash balance · 202539
- #003 · Profit-sharing · 202521
Retirement plans