Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTH CHARLOTTE GENERAL AND VASCULAR SURGERY
EIN 27-4451494medical practiceLatest filing 2024
Plans
3
Retirement
2
$2.0M assets
Welfare
1
Participants
54
13430 HOOVER CREEK BLVD SUITE 200 - CHARLOTTE, NC 28273704-910-8380scgvs.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 38 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#002
SOUTH CHARLOTTE GENERAL AND VASCULAR SURGERY CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SOUTH CHARLOTTE GENERAL AND VASCULAR SURGERY 401(K) PROFIT SHARING PLAN
401k
Assets$685K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
SOUTH CHARLOTTE GENERAL AND VASCULAR SURGERY CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOUTH CHARLOTTE GENERAL AND VASCULAR SURGERY CASH BALANCE PLAN | CashBalance | $1.3M | 16 | 2024 | |
| 001 | SOUTH CHARLOTTE GENERAL AND VASCULAR SURGERY 401(K) PROFIT SHARING PLAN | 401k | $685K | 22 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | SOUTH CHARLOTTE GENERAL AND VASCULAR SURGERY CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans