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SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC. — SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC. CASH BALANCE RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010114622NAL0012494816001
SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC. CASH BALANCE RETIREMENT PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC.
.
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Plan sponsor
Name
SOUTHWEST GASTROENTEROLOGY ASSOCIATES, INC.
EIN
25-1365847
Address
80 LANDINGS DRIVE · SUITE 205 · WASHINGTON, PA · 15301
Phone
(724) 941-0360
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1C · Cash balance or similar hybrid DB
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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Knocking points off
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Helping the score
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