How big is Southgate Medical Group, PLLC's plan?

Southgate Medical Group, PLLC's plan reported $754K in assets and 17 participants for 2024.

Original filing (PDF)20250701095240NAL0029268674001

Southgate Medical Group, PLLC

Name: Southgate Medical Group, PLLC — SMG Retirement Plan, Form 5500 (2024)
Creator: Southgate Medical Group, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SMG Retirement Plan

401(k) retirement plan · Southgate Medical Group, PLLC's SMG Retirement Plan held $754K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$754K

Net assets (EOY)

$754K

People on this filing

Shirley Horner signed Southgate Medical Group, PLLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southgate Medical Group, PLLC's EIN is 20-1750569.

EIN 20-1750569

Plan number 001

Plan year 2024

ACK ID 20250701095240NAL0029268674001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southgate Medical Group, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southgate Medical Group, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHGATE MEDICAL GROUP, PLLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off