Assets by plan
Share of aggregate retirement assets
Filings through .
Surgical Bariatrics Northwest, Inc., P.A.
EIN 82-0527714medical practiceLatest filing 2024
Plans
2
Retirement
2
$5K assets
Health & Benefits
0
Participants
6
750 N SYRINGA STREET, STE 205 - POST FALLS, ID 838545275208-262-0945surgicalbariatrics.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5K assets / 6 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
SURGICAL BARIATRICS NORTHWEST, INC., P.A. CASH BALANCE PLAN
Cash balance
Assets$3K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SURGICAL BARIATRICS NORTHWEST, INC. P.A. 401(K) PROFIT SHARING PLAN
401(k)
Assets$2K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SURGICAL BARIATRICS NORTHWEST, INC., P.A. CASH BALANCE PLAN | Cash balance | $3K | 3 | 2024 |
| #001 | SURGICAL BARIATRICS NORTHWEST, INC. P.A. 401(K) PROFIT SHARING PLAN | 401(k) | $2K | 3 | 2024 |
- #002 · Cash balance · 20243
- #001 · 401(k) · 20243
Retirement plans