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Sponsor portfolio

MID-ATLANTA ORAL & MAXILLOFACIAL SURGERY ASSOCIATES

EIN 77-0612252-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
13
550 PEACHTREE STREET, N.E. STE 1780 - ATLANTA, GA 30308404-589-1160
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 4 part#001401k-$438K - 9 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CASH BALANCE PLAN (#002)71%
  • PROFIT SHARING PLAN (#001)29%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)9
  • CASH BALANCE PLAN (#002)4
Total 13Click 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

MID-ATLANTA ORAL & MAXILLOFACIAL SURGERY ASSOCIATES CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

MID-ATLANTA ORAL & MAXILLOFACIAL SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN

401k

Assets$438K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MID-ATLANTA ORAL & MAXILLOFACIAL SURGERY ASSOCIATES CASH BALANCE PLANCashBalance$1.1M42024
001MID-ATLANTA ORAL & MAXILLOFACIAL SURGERY ASSOCIATES 401(K) PROFIT SHARING PLAN401k$438K92024
Retirement plans
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