Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FLORIDA SURGICAL PHYSICIANS, P.A.
EIN 27-1866687medical practiceLatest filing 2025
Plans
2
Retirement
2
$552K assets
Welfare
0
Participants
9
9471 BAYMEADOWS ROAD, SUITE 207 - JACKSONVILLE, FL 32256904-724-2263jaxsurgical.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $552K assets / 9 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#004
FLORIDA SURGICAL PHYSICIANS, P.A. CASH BALANCE PLAN
CashBalance
Assets$300K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FLORIDA SURGICAL PHYSICIANS, P.A. 401(K) RETIREMENT PLAN
401k
Assets$251K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | FLORIDA SURGICAL PHYSICIANS, P.A. CASH BALANCE PLAN | CashBalance | $300K | 3 | 2024 | |
| 003 | FLORIDA SURGICAL PHYSICIANS, P.A. 401(K) RETIREMENT PLAN | 401k | $251K | 6 | 2025 |
Retirement plans