Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
NAGY H. MORSI, M.D., P.S.C.
EIN 61-1314252Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
9
1701 ASHLEY CIRCLET SUITE 100 - BOWLING GREEN, KY 42104270-796-6000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M 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#002
DR. NAGY MORSI, M.D. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$4.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
NAGY H. MORSI, M.D., P.S.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DR. NAGY MORSI, M.D. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $4.6M | 5 | 2025 | |
| 003 | NAGY H. MORSI, M.D., P.S.C. CASH BALANCE PENSION PLAN | CashBalance | $1.0M | 4 | 2025 |
Retirement plans