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  2. GI M.D., LLC.
Sponsor portfolio

GI M.D., LLC.

EIN 83-2704502-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
34
1505 N. SWAN ROAD - TUCSON, AZ 85712520-796-3090
Plans on this EIN
2 filings
#001CashBalance-$3.5M - 14 part#002ProfitSharing-$1.3M - 20 part

Retirement portfolio analytics

2 plans aggregated / $4.8M assets / 34 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • CASH BALANCE PLAN (#001)73%
  • PROFIT SHARING PLAN (#002)27%
Total $4.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)20
  • CASH BALANCE PLAN (#001)14
Total 34Click 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

GI M. D. , LLC CASH BALANCE PLAN

CashBalance

Assets$3.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GI M. D. , LLC 401(K) PROFIT SHARING PLAN

ProfitSharing

Assets$1.3M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GI M. D. , LLC CASH BALANCE PLANCashBalance$3.5M142024
002GI M. D. , LLC 401(K) PROFIT SHARING PLANProfitSharing$1.3M202024
Retirement plans
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