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  2. OWOSSO MEDICAL ASSOCIATES, PC
Sponsor portfolio

OWOSSO MEDICAL ASSOCIATES, PC

EIN 61-1427304-medical practice-Latest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
22
300 HEALTH PARK DRIVE SUITE 304 - OWOSSO, MI 48867989-729-4222owossomed.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$2.9M - 14 part#002CashBalance-$324K - 8 part

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • PROFIT SHARING PLAN (#001)90%
  • CASH BALANCE PLAN (#002)10%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)14
  • CASH BALANCE PLAN (#002)8
Total 22Click 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#001

OWOSSO MEDICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

401k

Assets$2.9M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

OWOSSO MEDICAL ASSOCIATES, PC CASH BALANCE PLAN

CashBalance

Assets$324K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OWOSSO MEDICAL ASSOCIATES, PC 401(K) PROFIT SHARING PLAN401k$2.9M142024
002OWOSSO MEDICAL ASSOCIATES, PC CASH BALANCE PLANCashBalance$324K82024
Retirement plans
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