Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SURGICAL BARIATRICS NORTHWEST, INC., P.A.
EIN 82-0527714medical practiceLatest filing 2024
Plans
2
Retirement
2
$5K assets
Welfare
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 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
SURGICAL BARIATRICS NORTHWEST, INC., P.A. CASH BALANCE PLAN
CashBalance
Assets$3K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SURGICAL BARIATRICS NORTHWEST, INC. P.A. 401(K) PROFIT SHARING PLAN
401k
Assets$2K
Participants3
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 | SURGICAL BARIATRICS NORTHWEST, INC., P.A. CASH BALANCE PLAN | CashBalance | $3K | 3 | 2024 | |
| 001 | SURGICAL BARIATRICS NORTHWEST, INC. P.A. 401(K) PROFIT SHARING PLAN | 401k | $2K | 3 | 2024 |
Retirement plans