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Sponsor portfolio

SOUTHWEST MAXILLOFACIAL SURGERY & IMPLANT CENTER

EIN 33-1153612-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
19
3885 PRINCETON LAKES WAY, SUITE 406 - ATLANTA, GA 30331404-629-6610LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002ProfitSharing-$821K - 11 part#003CashBalance-$471K - 8 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PROFIT SHARING PLAN (#002)64%
  • CASH BALANCE PLAN (#003)36%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)11
  • CASH BALANCE PLAN (#003)8
Total 19Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOUTHWEST MAXILLOFACIAL SURGERY & IMPLANT CENTER 401(K) PROFIT SHARING PLAN

ProfitSharing

Assets$821K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOUTHWEST MAXILLOFACIAL SURGERY & IMPLANT CENTER CASH BALANCE PLAN

CashBalance

Assets$471K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHWEST MAXILLOFACIAL SURGERY & IMPLANT CENTER 401(K) PROFIT SHARING PLANProfitSharing$821K112024
003SOUTHWEST MAXILLOFACIAL SURGERY & IMPLANT CENTER CASH BALANCE PLANCashBalance$471K82025
Retirement plans
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