Original filing (PDF)20251119111606NAL0002135795001

BARIATRIC ASSOCIATES, PLLC

Name: BARIATRIC ASSOCIATES, PLLC — PPWMC 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: BARIATRIC ASSOCIATES, PLLC

Form 5500-SF

FILING_RECEIVED

PPWMC 401(K) PLAN AND TRUST

401(k) retirement plan

Signals · 1

Late filing · 0.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARIATRIC ASSOCIATES, PLLC.

Plan sponsor

Name

BARIATRIC ASSOCIATES, PLLC

EIN

13-4312662

Address

1705 BEAUCASTLE ROAD · SUITE 101 · MOUNT PLEASANT, SC · 29464

Phone

(843) 606-3333

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-11-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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