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Sponsor portfolio

SOUTHERN LUNG SPECIALISTS, P.C.

EIN 45-3338538-medical practice-Latest filing 2024
Plans
3
Retirement
2
$1.1M assets
Welfare
1
Participants
15
754 1ST STREET, SUITE 205 - MACON, GA 31201404-791-1736southernlung.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#002CashBalance-$1.0M - 5 part#001401k-$117K - 5 part#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • CASH BALANCE PLAN (#002)89%
  • PROFIT SHARING PLAN (#001)11%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • PROFIT SHARING PLAN (#001)5
Total 10Click 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

SOUTHERN LUNG SPECIALISTS, P.C. CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOUTHERN LUNG SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$117K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

SOUTHERN LUNG SPECIALISTS, P.C. CASH BALANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHERN LUNG SPECIALISTS, P.C. CASH BALANCE PLANCashBalance$1.0M52024
001SOUTHERN LUNG SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN401k$117K52024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002SOUTHERN LUNG SPECIALISTS, P.C. CASH BALANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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