Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC.
EIN 25-1365847medical practiceLatest filing 2024
Plans
3
Retirement
3
$3.1M assets
Welfare
0
Participants
8
80 LANDINGS DRIVE, SUITE 205 - WASHINGTON, PA 15301724-941-0360swgastro.netLinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $3.1M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC. CASH BALANCE RETIREMENT PLAN
CashBalance
Assets$1.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$11K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC. CASH BALANCE RETIREMENT PLAN | CashBalance | $1.9M | 2 | 2024 | |
| 001 | SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC. PROFIT SHARING PLAN | ProfitSharing | $1.2M | 3 | 2024 | |
| 002 | SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN | MoneyPurchase | $11K | 3 | 2024 |
Retirement plans