Original filing (PDF)20250612175901NAL0049493506001

THE MAGNOLIA MEDICAL GROUP, INC.

Name: THE MAGNOLIA MEDICAL GROUP, INC. — MAGNOLIA MEDICAL GROUP 401K PSP, Form 5500 (2024)
Creator: THE MAGNOLIA MEDICAL GROUP, INC.

Form 5500-SF

FILING_RECEIVED

MAGNOLIA MEDICAL GROUP 401K PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 THE MAGNOLIA MEDICAL GROUP, INC..

Plan sponsor

Name

THE MAGNOLIA MEDICAL GROUP, INC.

EIN

20-1111662

Address

8031 PHILIPS HIGHWAY, SUITE #6 · JACKSONVILLE, FL · 32256

Phone

(904) 737-6313

Industry

Outpatient Care Centers· 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

2025-06-12

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Outpatient Care Centers plans

CHESHIRE SPEECH & VOICE CENTER

CHESHIRE SPEECH & VOICE CENTER 401(K) PROFIT SHARING PLAN & TRUST

$2.9M · 62 participants

CORNERSTONE AUTISM CENTER

CORNERSTONE AUTISM CENTER 401K PLAN

$2.9M · 111 participants

BRAD JACOBY

BRAD JACOBY 401(K) PROFIT SHARING PLAN & TRUST

$2.9M · 21 participants

WOMENS HEALTHCARE GROUP

WOMENS HEALTHCARE GROUP 401(K) PLAN

$2.9M · 18 participants

CMC BERKSHIRES LLC

CMC BERKSHIRES LLC 401(K) PLAN

$2.9M · 79 participants