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  2. MIDDLE TENNESSEE SURGICAL SPECIALISTS, PLLC
Sponsor portfolio

MIDDLE TENNESSEE SURGICAL SPECIALISTS, PLLC

EIN 62-1704590-medical practice-Latest filing 2024
Plans
2
Retirement
2
$10.8M assets
Welfare
0
Participants
52
203 NORTH CEDAR AVENUE, SUITE A - COOKEVILLE, TN 38501931-528-1992midtnsurgery.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$8.4M - 32 part#002CashBalance-$2.5M - 20 part

Retirement portfolio analytics

2 plans aggregated / $10.8M assets / 52 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PROFIT SHARING PLAN (#001)77%
  • CASH BALANCE PLAN (#002)23%
Total $10.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)32
  • CASH BALANCE PLAN (#002)20
Total 52Click 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

MIDDLE TENNESSEE SURGICAL SPECIALISTS, PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$8.4M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MIDDLE TENNESSEE SURGICAL SPECIALISTS, PLLC CASH BALANCE PLAN

CashBalance

Assets$2.5M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MIDDLE TENNESSEE SURGICAL SPECIALISTS, PLLC 401(K) PROFIT SHARING PLAN401k$8.4M322024
002MIDDLE TENNESSEE SURGICAL SPECIALISTS, PLLC CASH BALANCE PLANCashBalance$2.5M202024
Retirement plans
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